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 | $209,720 | $117,841+78.0% | $102,423+104.8% | $145,922+43.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.71% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,741 | $3,615-24.2% | $3,023-9.3% | $4,660-41.2% |
| Participant deferral / active EE | $6,205 | $5,731+8.3% | $5,053+22.8% | $6,688-7.2% |
| Admin fee / account holder | $52,086 | $13,326+290.9% | $9,451+451.1% | $13,397+288.8% |