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 | $70,636 | $60,349+17.0% | $74,183-4.8% | $62,891+12.3% |
| Participation rate | 98.4% | 72.7%+25.7pp | 76.6%+21.8pp | 69.3%+29.1pp |
| Annual return | 9.56% | 21.37%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,276 | $1,680+35.5% | $2,370-4.0% | $2,281-0.2% |
| Participant deferral / active EE | $4,265 | $2,856+49.3% | $3,550+20.1% | $3,203+33.2% |
| Admin fee / account holder | $17,601 | $4,261+313.1% | $5,586+215.1% | $4,296+309.8% |