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 | $224,348 | $109,413+105.0% | $156,263+43.6% | $84,808+164.5% |
| Participation rate | 72.7% | 72.7%0pp | 78.9%-6.2pp | 68.3%+4.4pp |
| Annual return | 14.40% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,129 | $2,907-26.8% | $4,333-50.9% | $2,631-19.1% |
| Participant deferral / active EE | $8,372 | $4,590+82.4% | $6,158+35.9% | $4,212+98.8% |
| Admin fee / account holder | $24,720 | $9,357+164.2% | $14,255+73.4% | $7,344+236.6% |