Filed March 20, 2011 (most recent of 4 filings on file)
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 | $50,197 | $138,347-63.7% | $184,203-72.7% | $80,856-37.9% |
| Participation rate | 70.9% | 83.9%-13.0pp | 86.8%-15.9pp | 67.6%+3.3pp |
| Annual return | 12.01% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,377 | $4,850-51.0% | $6,427-63.0% | $2,755-13.7% |
| Participant deferral / active EE | $3,360 | $7,071-52.5% | $9,131-63.2% | $4,296-21.8% |
| Admin fee / account holder | $8,401 | $10,483-19.9% | $13,901-39.6% | $6,918+21.4% |