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 | $252,625-77.7% | $220,144-74.5% | $382,429-85.3% |
| Participation rate | 70.0% | 88.1%-18.1pp | 84.8%-14.8pp | 87.7%-17.7pp |
| Annual return | 19.41% | -1.59%+21.0pp | -0.63%+20.0pp | 248.85%-229.4pp |
| Employer contribution / active EE | $2,056 | $7,607-73.0% | $6,623-69.0% | $8,036-74.4% |
| Participant deferral / active EE | $2,847 | $4,939-42.4% | $4,718-39.7% | $5,727-50.3% |
| Admin fee / account holder | $5,162 | $17,846-71.1% | $15,617-66.9% | $30,732-83.2% |