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 | $230,787 | $83,477+176.5% | $125,175+84.4% | $72,985+216.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.14% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $13,891 | $2,345+492.3% | $3,865+259.4% | $2,440+469.3% |
| Participant deferral / active EE | $9,232 | $3,585+157.5% | $4,937+87.0% | $3,607+155.9% |
| Admin fee / account holder | $7,691 | $5,517+39.4% | $9,702-20.7% | $5,124+50.1% |