Filed April 6, 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 | $156,586 | $89,355+75.2% | $141,162+10.9% | $72,985+114.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.70% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $13,846 | $3,114+344.6% | $4,735+192.4% | $2,440+467.5% |
| Participant deferral / active EE | $12,904 | $5,418+138.2% | $6,709+92.3% | $3,607+257.7% |
| Admin fee / account holder | $2,225 | $5,958-62.7% | $10,261-78.3% | $5,124-56.6% |