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 | $70,638 | $125,758-43.8% | $169,993-58.4% | $75,163-6.0% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 17.64% | 27.20%-9.6pp | 53.37%-35.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,313 | $4,615-49.9% | $6,785-65.9% | $2,670-13.4% |
| Participant deferral / active EE | $2,991 | $6,837-56.3% | $10,408-71.3% | $4,125-27.5% |
| Admin fee / account holder | $4,299 | $8,173-47.4% | $12,815-66.5% | $5,651-23.9% |