Filed April 4, 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 | $46,443 | $90,600-48.7% | $79,464-41.6% | $135,375-65.7% |
| Participation rate | 78.9% | 76.0%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | -7.52% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,594 | $3,068-15.5% | $2,800-7.4% | $4,779-45.7% |
| Participant deferral / active EE | $2,653 | $4,050-34.5% | $3,704-28.4% | $5,609-52.7% |
| Admin fee / account holder | $375 | $5,907-93.6% | $5,113-92.7% | $10,827-96.5% |