Filed August 23, 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 | $239,874 | $83,337+187.8% | $67,834+253.6% | $273,961-12.4% |
| Participation rate | 78.6% | 76.4%+2.1pp | 68.8%+9.8pp | 83.0%-4.4pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $772 | $3,287-76.5% | $2,403-67.9% | $4,869-84.1% |
| Participant deferral / active EE | $1,471 | $4,088-64.0% | $3,160-53.4% | $5,287-72.2% |
| Admin fee / account holder | $2,019 | $6,752-70.1% | $4,622-56.3% | $10,132-80.1% |