Filed February 24, 2011 (most recent of 3 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 | $115,911 | $76,552+51.4% | $123,892-6.4% | $62,891+84.3% |
| Participation rate | 77.9% | 73.0%+4.9pp | 81.4%-3.5pp | 69.3%+8.6pp |
| Annual return | 6.36% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,342 | $2,883-18.7% | $4,617-49.3% | $2,281+2.7% |
| Participant deferral / active EE | $6,254 | $4,840+29.2% | $5,984+4.5% | $3,203+95.3% |
| Admin fee / account holder | $5,155 | $4,826+6.8% | $8,357-38.3% | $4,296+20.0% |