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 | $99,762 | $110,094-9.4% | $151,611-34.2% | $68,494+45.7% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -17.60% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,795 | $4,471+7.3% | $6,166-22.2% | $2,596+84.7% |
| Participant deferral / active EE | $4,202 | $6,527-35.6% | $8,363-49.8% | $4,027+4.3% |
| Admin fee / account holder | $15,097 | $7,719+95.6% | $11,616+30.0% | $5,403+179.4% |