Filed March 31, 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.
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 | $37,978 | $153,772-75.3% | $133,980-71.7% | $273,961-86.1% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 8.40% | 36.51%-28.1pp | 29.30%-20.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,601 | $6,029-40.3% | $5,211-30.9% | $4,869-26.0% |
| Participant deferral / active EE | $2,147 | $6,958-69.1% | $6,282-65.8% | $5,287-59.4% |
| Admin fee / account holder | $2,092 | $11,765-82.2% | $9,324-77.6% | $10,132-79.4% |