Filed July 11, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,238 | $244,740-77.0% | $206,214-72.7% | $357,791-84.3% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.4%-12.4pp | 85.6%-15.6pp |
| Annual return | 19.41% | -3.72%+23.1pp | -1.60%+21.0pp | 396.79%-377.4pp |
| Employer contribution / active EE | $2,056 | $7,019-70.7% | $5,967-65.5% | $7,508-72.6% |
| Participant deferral / active EE | $2,847 | $4,983-42.9% | $4,649-38.8% | $5,521-48.4% |
| Admin fee / account holder | $5,162 | $15,419-66.5% | $13,671-62.2% | $28,387-81.8% |