Filed February 11, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,473 | $57,281+56.2% | $86,612+3.3% | $75,163+19.0% |
| Participation rate | 95.6% | 63.2%+32.4pp | 71.7%+23.9pp | 67.2%+28.4pp |
| Annual return | 13.29% | 2670.75%-2657.5pp | 591.07%-577.8pp | 160.62%-147.3pp |
| Employer contribution / active EE | $4,958 | $2,314+114.2% | $3,022+64.0% | $2,670+85.7% |
| Participant deferral / active EE | $6,502 | $3,318+96.0% | $4,438+46.5% | $4,125+57.6% |
| Admin fee / account holder | $27,457 | $4,112+567.7% | $5,614+389.1% | $5,651+385.9% |