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 | $183,414 | $83,477+119.7% | $125,175+46.5% | $72,985+151.3% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.5%+10.5pp |
| Annual return | 30.07% | 25.78%+4.3pp | 43.79%-13.7pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,707 | $2,345-27.2% | $3,865-55.8% | $2,440-30.0% |
| Participant deferral / active EE | $6,529 | $3,585+82.1% | $4,937+32.3% | $3,607+81.0% |
| Admin fee / account holder | $29,584 | $5,517+436.2% | $9,702+204.9% | $5,124+477.3% |