Filed April 26, 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 | $28,843 | $90,503-68.1% | $78,689-63.3% | $273,961-89.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -17.45% | 75.60%-93.1pp | 62.18%-79.6pp | 41.45%-58.9pp |
| Employer contribution / active EE | $10,518 | $3,176+231.2% | $2,851+269.0% | $4,869+116.0% |
| Participant deferral / active EE | $11,195 | $3,901+187.0% | $3,517+218.3% | $5,287+111.7% |
| Admin fee / account holder | $3,196 | $5,263-39.3% | $4,510-29.1% | $10,132-68.5% |