Filed February 11, 2011
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 | $97,836 | $71,883+36.1% | $86,677+12.9% | $68,494+42.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.82% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $9,389 | $2,173+332.1% | $2,836+231.0% | $2,596+261.6% |
| Participant deferral / active EE | $5,224 | $3,779+38.2% | $4,656+12.2% | $4,027+29.7% |
| Admin fee / account holder | $27,177 | $6,112+344.7% | $7,493+262.7% | $5,403+403.0% |