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 | $101,904 | $95,803+6.4% | $113,168-10.0% | $84,808+20.2% |
| Participation rate | 92.2% | 72.9%+19.3pp | 76.6%+15.6pp | 68.3%+23.9pp |
| Annual return | 14.69% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,607 | $2,360+52.8% | $2,975+21.2% | $2,631+37.1% |
| Participant deferral / active EE | $5,145 | $4,242+21.3% | $5,107+0.7% | $4,212+22.2% |
| Admin fee / account holder | $15,425 | $8,989+71.6% | $12,068+27.8% | $7,344+110.0% |