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 | $223,455 | $124,319+79.7% | $111,297+100.8% | $167,490+33.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.15% | 37.44%-27.3pp | 54.65%-44.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,694 | $3,435-50.7% | $2,731-38.0% | $4,837-65.0% |
| Participant deferral / active EE | $5,752 | $5,180+11.0% | $4,487+28.2% | $6,341-9.3% |
| Admin fee / account holder | $1,330 | $10,618-87.5% | $7,964-83.3% | $12,309-89.2% |