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 | $171,947 | $98,750+74.1% | $149,696+14.9% | $79,858+115.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.94% | 27.43%-4.5pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $12,009 | $3,216+273.4% | $4,644+158.6% | $2,471+386.0% |
| Participant deferral / active EE | $11,215 | $5,680+97.4% | $6,842+63.9% | $3,740+199.9% |
| Admin fee / account holder | $778 | $6,053-87.1% | $9,309-91.6% | $5,306-85.3% |