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 | $49,665 | $183,963-73.0% | $162,163-69.4% | $152,861-67.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.60% | 150.76%-131.2pp | 115.59%-96.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,659 | $6,371-42.6% | $5,614-34.8% | $4,762-23.2% |
| Participant deferral / active EE | $2,336 | $8,034-70.9% | $7,298-68.0% | $5,850-60.1% |
| Admin fee / account holder | $1,322 | $13,121-89.9% | $10,843-87.8% | $11,596-88.6% |