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 | $185,477 | $78,422+136.5% | $95,952+93.3% | $79,858+132.3% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 17.13% | 19.37%-2.2pp | 91.61%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,807 | $1,945+95.7% | $2,541+49.8% | $2,471+54.1% |
| Participant deferral / active EE | $10,254 | $3,440+198.1% | $4,167+146.1% | $3,740+174.2% |
| Admin fee / account holder | $7,628 | $5,622+35.7% | $6,795+12.3% | $5,306+43.8% |