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 | $69,864 | $92,703-24.6% | $82,719-15.5% | $134,475-48.0% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -18.36% | 944.92%-963.3pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,743 | $3,274-16.2% | $3,009-8.8% | $4,740-42.1% |
| Participant deferral / active EE | $3,812 | $4,802-20.6% | $4,395-13.3% | $6,400-40.4% |
| Admin fee / account holder | $1,087 | $5,983-81.8% | $5,329-79.6% | $11,426-90.5% |