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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,321 | $137,414-52.5% | $189,513-65.5% | $85,850-23.9% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 11.31% | 38.14%-26.8pp | 555.15%-543.8pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,791 | $4,344-58.8% | $6,162-70.9% | $2,565-30.2% |
| Participant deferral / active EE | $2,250 | $6,260-64.0% | $8,221-72.6% | $3,952-43.1% |
| Admin fee / account holder | $3,677 | $8,630-57.4% | $12,045-69.5% | $6,260-41.3% |