Filed August 18, 2011 (most recent of 4 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.
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 | $80,688 | $109,359-26.2% | $162,163-50.2% | $72,985+10.6% |
| Participation rate | 87.1% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.6pp |
| Annual return | 14.44% | 25.46%-11.0pp | 115.59%-101.2pp | 81.00%-66.6pp |
| Employer contribution / active EE | $3,016 | $3,907-22.8% | $5,614-46.3% | $2,440+23.6% |
| Participant deferral / active EE | $4,403 | $5,481-19.7% | $7,298-39.7% | $3,607+22.1% |
| Admin fee / account holder | $21,994 | $7,972+175.9% | $10,843+102.8% | $5,124+329.2% |