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 | $200,219 | $86,929+130.3% | $102,423+95.5% | $80,856+147.6% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.1pp |
| Annual return | 29.88% | 18.88%+11.0pp | 29.32%+0.6pp | 35.59%-5.7pp |
| Employer contribution / active EE | $3,696 | $2,369+56.0% | $3,023+22.2% | $2,755+34.2% |
| Participant deferral / active EE | $13,141 | $4,118+219.1% | $5,053+160.1% | $4,296+205.9% |
| Admin fee / account holder | $16,381 | $8,049+103.5% | $9,451+73.3% | $6,918+136.8% |