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 | $26,797 | $85,202-68.5% | $172,739-84.5% | $72,985-63.3% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 19.58% | 27.32%-7.7pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $519 | $3,324-84.4% | $5,143-89.9% | $2,440-78.7% |
| Participant deferral / active EE | $1,777 | $3,260-45.5% | $5,198-65.8% | $3,607-50.8% |
| Admin fee / account holder | $1,738 | $5,884-70.5% | $13,954-87.5% | $5,124-66.1% |