Filed February 11, 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.
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 | $44,969 | $197,591-77.2% | $177,821-74.7% | $158,922-71.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.52% | 58.76%-56.2pp | 48.32%-45.8pp | 302.83%-300.3pp |
| Employer contribution / active EE | $2,624 | $6,697-60.8% | $5,918-55.7% | $4,761-44.9% |
| Participant deferral / active EE | $3,024 | $8,405-64.0% | $7,714-60.8% | $5,982-49.4% |
| Admin fee / account holder | $102,369 | $15,399+564.8% | $12,427+723.7% | $11,246+810.3% |