Filed October 26, 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 | $39,185 | $87,841-55.4% | $133,980-70.8% | $62,891-37.7% |
| Participation rate | 74.1% | 83.4%-9.3pp | 87.1%-13.0pp | 69.3%+4.8pp |
| Annual return | 8.68% | 12.05%-3.4pp | 29.30%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,774 | $3,483-49.1% | $5,211-66.0% | $2,281-22.2% |
| Participant deferral / active EE | $1,918 | $4,812-60.1% | $6,282-69.5% | $3,203-40.1% |
| Admin fee / account holder | $957 | $5,371-82.2% | $9,324-89.7% | $4,296-77.7% |