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 | $164,869 | $80,968+103.6% | $96,544+70.8% | $75,163+119.3% |
| Participation rate | 90.6% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.4pp |
| Annual return | 19.06% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,143 | $2,282+37.8% | $2,965+6.0% | $2,670+17.7% |
| Participant deferral / active EE | $12,282 | $3,928+212.7% | $4,851+153.2% | $4,125+197.7% |
| Admin fee / account holder | $37,149 | $6,724+452.5% | $8,252+350.2% | $5,651+557.4% |