Filed March 23, 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 | $57,322 | $140,588-59.2% | $123,104-53.4% | $125,391-54.3% |
| Participation rate | 73.3% | 88.2%-14.9pp | 86.8%-13.4pp | 83.2%-9.9pp |
| Annual return | -0.05% | 16.80%-16.8pp | 13.22%-13.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,287 | $6,041-78.7% | $5,151-75.0% | $4,866-73.6% |
| Participant deferral / active EE | $1,737 | $6,980-75.1% | $6,230-72.1% | $5,352-67.5% |
| Admin fee / account holder | $12,860 | $11,198+14.8% | $9,015+42.7% | $9,540+34.8% |