Filed April 21, 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 | $148,971 | $90,600+64.4% | $79,464+87.5% | $135,375+10.0% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -3.02% | 977.43%-980.5pp | 718.14%-721.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,450 | $3,068-52.7% | $2,800-48.2% | $4,779-69.7% |
| Participant deferral / active EE | $6,821 | $4,050+68.4% | $3,704+84.2% | $5,609+21.6% |
| Admin fee / account holder | $1,924 | $5,907-67.4% | $5,113-62.4% | $10,827-82.2% |