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 | $125,824 | $125,758+0.1% | $169,993-26.0% | $75,163+67.4% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 18.46% | 27.20%-8.7pp | 53.37%-34.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $5,135 | $4,615+11.3% | $6,785-24.3% | $2,670+92.3% |
| Participant deferral / active EE | $5,034 | $6,837-26.4% | $10,408-51.6% | $4,125+22.0% |
| Admin fee / account holder | $1,825 | $8,173-77.7% | $12,815-85.8% | $5,651-67.7% |