Filed May 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 | $129,931 | $62,586+107.6% | $76,768+69.3% | $64,186+102.4% |
| Participation rate | 90.7% | 72.8%+17.9pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -3.64% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,257 | $1,832+23.2% | $2,485-9.2% | $2,381-5.2% |
| Participant deferral / active EE | $9,001 | $3,145+186.2% | $3,852+133.7% | $3,470+159.4% |
| Admin fee / account holder | $12,550 | $4,667+168.9% | $6,675+88.0% | $4,888+156.7% |