Filed July 6, 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 | $91,365 | $154,117-40.7% | $129,995-29.7% | $139,434-34.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.01% | 32.48%-27.5pp | -137.18%+142.2pp | 372.94%-367.9pp |
| Employer contribution / active EE | $13,498 | $5,289+155.2% | $4,320+212.5% | $4,751+184.1% |
| Participant deferral / active EE | $11,820 | $6,710+76.2% | $5,820+103.1% | $6,710+76.1% |
| Admin fee / account holder | $213,593 | $14,007+1424.9% | $10,614+1912.3% | $11,403+1773.2% |