Filed March 20, 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 | $26,407 | $176,377-85.0% | $134,143-80.3% | $158,922-83.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.35% | 63.63%-55.3pp | 36.33%-28.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,432 | $5,040-31.9% | $3,704-7.3% | $4,761-27.9% |
| Participant deferral / active EE | $3,656 | $4,091-10.6% | $3,499+4.5% | $5,982-38.9% |
| Admin fee / account holder | $27,837 | $8,718+219.3% | $6,684+316.4% | $11,246+147.5% |