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 | $47,187 | $72,177-34.6% | $115,037-59.0% | $59,632-20.9% |
| Participation rate | 97.9% | 72.6%+25.4pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | 2.03% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $2,761 | $2,841-2.8% | $4,608-40.1% | $2,203+25.3% |
| Participant deferral / active EE | $3,868 | $4,783-19.1% | $6,026-35.8% | $3,192+21.2% |
| Admin fee / account holder | $6,660 | $4,927+35.2% | $8,175-18.5% | $4,297+55.0% |