Filed April 17, 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 | $25,298 | $73,004-65.3% | $90,749-72.1% | $68,494-63.1% |
| Participation rate | 80.0% | 70.8%+9.2pp | 75.7%+4.3pp | 67.9%+12.1pp |
| Annual return | -20.09% | -13.81%-6.3pp | -12.16%-7.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $628 | $2,193-71.4% | $2,921-78.5% | $2,596-75.8% |
| Participant deferral / active EE | $5,207 | $3,627+43.6% | $4,564+14.1% | $4,027+29.3% |
| Admin fee / account holder | $7,026 | $5,896+19.2% | $8,445-16.8% | $5,403+30.0% |