Filed February 11, 2011 (most recent of 2 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 | $174,856 | $72,404+141.5% | $110,238+58.6% | $64,186+172.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.01% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $13,183 | $2,282+477.8% | $3,826+244.5% | $2,381+453.7% |
| Participant deferral / active EE | $9,349 | $3,469+169.5% | $4,672+100.1% | $3,470+169.5% |
| Admin fee / account holder | $15,101 | $5,664+166.6% | $8,547+76.7% | $4,888+208.9% |