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 | $112,421 | $109,359+2.8% | $162,163-30.7% | $72,985+54.0% |
| Participation rate | 96.5% | 84.3%+12.2pp | 87.6%+8.9pp | 69.5%+27.0pp |
| Annual return | 21.16% | 25.46%-4.3pp | 115.59%-94.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $4,858 | $3,907+24.3% | $5,614-13.5% | $2,440+99.1% |
| Participant deferral / active EE | $5,315 | $5,481-3.0% | $7,298-27.2% | $3,607+47.3% |
| Admin fee / account holder | $11,728 | $7,972+47.1% | $10,843+8.2% | $5,124+128.9% |