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 | $38,182 | $201,272-81.0% | $184,203-79.3% | $145,922-73.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 7.87% | 29.00%-21.1pp | 28.81%-20.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,508 | $7,022-50.0% | $6,427-45.4% | $4,660-24.7% |
| Participant deferral / active EE | $2,757 | $9,806-71.9% | $9,131-69.8% | $6,688-58.8% |
| Admin fee / account holder | $16,153 | $16,364-1.3% | $13,901+16.2% | $13,397+20.6% |