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.
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 | $110,175 | $197,591-44.2% | $177,821-38.0% | $158,922-30.7% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 3.59% | 58.76%-55.2pp | 48.32%-44.7pp | 302.83%-299.2pp |
| Employer contribution / active EE | $2,641 | $6,697-60.6% | $5,918-55.4% | $4,761-44.5% |
| Participant deferral / active EE | $4,424 | $8,405-47.4% | $7,714-42.6% | $5,982-26.0% |
| Admin fee / account holder | $2,544 | $15,399-83.5% | $12,427-79.5% | $11,246-77.4% |