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 | $220,998 | $86,286+156.1% | $111,297+98.6% | $85,850+157.4% |
| Participation rate | 98.0% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 11.94% | 19.99%-8.0pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,659 | $2,043+30.1% | $2,731-2.6% | $2,565+3.7% |
| Participant deferral / active EE | $11,126 | $3,641+205.6% | $4,487+148.0% | $3,952+181.6% |
| Admin fee / account holder | $14,479 | $8,188+76.8% | $7,964+81.8% | $6,260+131.3% |