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 | $146,500 | $72,492+102.1% | $87,100+68.2% | $72,985+100.7% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 19.45% | 24.46%-5.0pp | 28.19%-8.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,775 | $1,894+46.6% | $2,521+10.1% | $2,440+13.8% |
| Participant deferral / active EE | $11,284 | $3,270+245.1% | $4,049+178.7% | $3,607+212.8% |
| Admin fee / account holder | $28,444 | $5,055+462.7% | $7,497+279.4% | $5,124+455.1% |