Filed June 1, 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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,743 | $111,754-43.0% | $103,333-38.3% | $145,922-56.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.96% | 24.77%-19.8pp | 24.88%-19.9pp | 561.29%-556.3pp |
| Employer contribution / active EE | $22,997 | $4,212+445.9% | $3,868+494.6% | $4,660+393.5% |
| Participant deferral / active EE | $1,080 | $5,619-80.8% | $5,057-78.6% | $6,688-83.8% |
| Admin fee / account holder | $332 | $9,750-96.6% | $8,355-96.0% | $13,397-97.5% |