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 | $153,744 | $71,883+113.9% | $86,677+77.4% | $68,494+124.5% |
| Participation rate | 94.9% | 72.2%+22.7pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | -17.57% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,699 | $2,173+24.2% | $2,836-4.8% | $2,596+4.0% |
| Participant deferral / active EE | $10,362 | $3,779+174.2% | $4,656+122.6% | $4,027+157.3% |
| Admin fee / account holder | $20,896 | $6,112+241.9% | $7,493+178.9% | $5,403+286.8% |