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 | $28,310 | $73,515-61.5% | $62,995-55.1% | $147,584-80.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.30% | 175.43%-165.1pp | 87.57%-77.3pp | 578.55%-568.2pp |
| Employer contribution / active EE | $743 | $3,320-77.6% | $2,759-73.1% | $4,876-84.8% |
| Participant deferral / active EE | $3,457 | $4,185-17.4% | $3,329+3.8% | $5,439-36.4% |
| Admin fee / account holder | $596 | $5,953-90.0% | $3,600-83.4% | $10,885-94.5% |