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 | $180,461 | $100,754+79.1% | $86,677+108.2% | $134,475+34.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.69% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,039 | $3,489-41.6% | $2,836-28.1% | $4,740-57.0% |
| Participant deferral / active EE | $4,837 | $5,338-9.4% | $4,656+3.9% | $6,400-24.4% |
| Admin fee / account holder | $26,260 | $10,926+140.3% | $7,493+250.4% | $11,426+129.8% |