Filed March 27, 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 | $112,692 | $95,803+17.6% | $113,168-0.4% | $84,808+32.9% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 17.10% | 25.00%-7.9pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,474 | $2,360+4.8% | $2,975-16.9% | $2,631-6.0% |
| Participant deferral / active EE | $5,993 | $4,242+41.3% | $5,107+17.4% | $4,212+42.3% |
| Admin fee / account holder | $6,800 | $8,989-24.4% | $12,068-43.7% | $7,344-7.4% |