Filed June 1, 2011 (most recent of 2 filings on file)
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 | $22,450 | $58,208-61.4% | $81,812-72.6% | $80,856-72.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 9.83% | 41.66%-31.8pp | 773.79%-764.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,917 | $2,340+67.4% | $2,912+34.5% | $2,755+42.2% |
| Participant deferral / active EE | $3,114 | $3,281-5.1% | $4,319-27.9% | $4,296-27.5% |
| Admin fee / account holder | $13,586 | $4,981+172.7% | $7,386+83.9% | $6,918+96.4% |