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 | $119,722 | $123,793-3.3% | $177,821-32.7% | $79,858+49.9% |
| Participation rate | 94.6% | 84.7%+10.0pp | 87.7%+6.9pp | 69.6%+25.0pp |
| Annual return | 13.73% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,056 | $4,095+23.5% | $5,918-14.6% | $2,471+104.6% |
| Participant deferral / active EE | $5,505 | $5,956-7.6% | $7,714-28.6% | $3,740+47.2% |
| Admin fee / account holder | $14,665 | $7,243+102.5% | $12,427+18.0% | $5,306+176.4% |