Filed April 4, 2011 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,580 | $82,032-15.2% | $123,104-43.5% | $59,632+16.7% |
| Participation rate | 98.4% | 83.2%+15.2pp | 86.8%+11.6pp | 68.7%+29.7pp |
| Annual return | 1.94% | 5.12%-3.2pp | 13.22%-11.3pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $2,837 | $3,297-13.9% | $5,151-44.9% | $2,203+28.8% |
| Participant deferral / active EE | $4,263 | $4,667-8.6% | $6,230-31.6% | $3,192+33.6% |
| Admin fee / account holder | $1,883 | $5,881-68.0% | $9,015-79.1% | $4,297-56.2% |