Filed January 24, 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 | $56,022 | $54,762+2.3% | $90,281-37.9% | $72,985-23.2% |
| Participation rate | 95.3% | 65.1%+30.2pp | 73.3%+22.1pp | 69.5%+25.9pp |
| Annual return | 69.54% | 30.63%+38.9pp | 78.10%-8.6pp | 81.00%-11.5pp |
| Employer contribution / active EE | $1,721 | $2,092-17.7% | $2,854-39.7% | $2,440-29.4% |
| Participant deferral / active EE | $5,413 | $2,887+87.5% | $3,885+39.3% | $3,607+50.1% |
| Admin fee / account holder | $26,962 | $3,972+578.8% | $5,351+403.8% | $5,124+426.2% |