Filed March 31, 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 | $219,362 | $123,793+77.2% | $177,821+23.4% | $79,858+174.7% |
| Participation rate | 98.4% | 84.7%+13.8pp | 87.7%+10.7pp | 69.6%+28.8pp |
| Annual return | 14.44% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,510 | $4,095-14.3% | $5,918-40.7% | $2,471+42.1% |
| Participant deferral / active EE | $10,841 | $5,956+82.0% | $7,714+40.5% | $3,740+189.9% |
| Admin fee / account holder | $688 | $7,243-90.5% | $12,427-94.5% | $5,306-87.0% |