Filed April 3, 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.
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 | $167,905 | $110,261+52.3% | $95,745+75.4% | $139,434+20.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.70% | 27.11%-8.4pp | 28.35%-9.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $13,436 | $3,257+312.5% | $2,835+374.0% | $4,751+182.8% |
| Participant deferral / active EE | $8,667 | $4,676+85.4% | $4,245+104.2% | $6,710+29.2% |
| Admin fee / account holder | $5,600 | $6,613-15.3% | $5,678-1.4% | $11,403-50.9% |