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 | $129,672 | $84,487+53.5% | $125,339+3.5% | $66,914+93.8% |
| Participation rate | 95.5% | 76.4%+19.1pp | 82.4%+13.2pp | 69.8%+25.7pp |
| Annual return | -14.50% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $10,219 | $3,553+187.6% | $4,814+112.3% | $2,544+301.7% |
| Participant deferral / active EE | $11,876 | $6,781+75.1% | $7,446+59.5% | $4,237+180.3% |
| Admin fee / account holder | $9,827 | $685+1334.6% | $10,010-1.8% | $593+1556.5% |