Filed April 5, 2011 (most recent of 3 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,758 | $109,359-58.2% | $162,163-71.8% | $72,985-37.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.18% | 25.46%-5.3pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,389 | $3,907-38.9% | $5,614-57.5% | $2,440-2.1% |
| Participant deferral / active EE | $2,263 | $5,481-58.7% | $7,298-69.0% | $3,607-37.3% |
| Admin fee / account holder | $3,735 | $7,972-53.1% | $10,843-65.6% | $5,124-27.1% |