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 | $141,899 | $85,766+65.4% | $136,294+4.1% | $70,131+102.3% |
| Participation rate | 78.1% | 74.2%+3.9pp | 81.9%-3.8pp | 69.5%+8.5pp |
| Annual return | 19.38% | 31.45%-12.1pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,626 | $2,966-11.5% | $4,695-44.1% | $2,342+12.1% |
| Participant deferral / active EE | $6,848 | $5,051+35.6% | $6,247+9.6% | $3,332+105.5% |
| Admin fee / account holder | $8,128 | $5,420+49.9% | $9,243-12.1% | $4,645+75.0% |