Filed May 13, 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 | $75,956 | $80,968-6.2% | $96,544-21.3% | $75,163+1.1% |
| Participation rate | 93.3% | 71.8%+21.6pp | 76.0%+17.4pp | 67.2%+26.1pp |
| Annual return | 25.40% | 27.06%-1.7pp | 25.84%-0.4pp | 160.62%-135.2pp |
| Employer contribution / active EE | $3,902 | $2,282+71.0% | $2,965+31.6% | $2,670+46.2% |
| Participant deferral / active EE | $4,359 | $3,928+11.0% | $4,851-10.1% | $4,125+5.7% |
| Admin fee / account holder | $4,911 | $6,724-27.0% | $8,252-40.5% | $5,651-13.1% |