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 | $28,062 | $76,000-63.1% | $154,107-81.8% | $64,186-56.3% |
| Participation rate | 72.0% | 70.4%+1.6pp | 83.0%-11.0pp | 69.6%+2.4pp |
| Annual return | -6.37% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $508 | $3,351-84.8% | $5,298-90.4% | $2,381-78.7% |
| Participant deferral / active EE | $956 | $3,175-69.9% | $5,081-81.2% | $3,470-72.4% |
| Admin fee / account holder | $2,943 | $5,596-47.4% | $13,411-78.1% | $4,888-39.8% |