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 | $122,357 | $80,968+51.1% | $96,544+26.7% | $75,163+62.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.63% | 27.06%-13.4pp | 25.84%-12.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $8,409 | $2,282+268.5% | $2,965+183.6% | $2,670+215.0% |
| Participant deferral / active EE | $6,312 | $3,928+60.7% | $4,851+30.1% | $4,125+53.0% |
| Admin fee / account holder | $1,711 | $6,724-74.6% | $8,252-79.3% | $5,651-69.7% |