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 | $158,193 | $108,825+45.4% | $156,181+1.3% | $82,448+91.9% |
| Participation rate | 88.6% | 72.4%+16.3pp | 78.8%+9.8pp | 68.1%+20.6pp |
| Annual return | 17.02% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,626 | $2,870+26.3% | $4,294-15.6% | $2,551+42.1% |
| Participant deferral / active EE | $8,510 | $4,577+85.9% | $6,132+38.8% | $4,139+105.6% |
| Admin fee / account holder | $13,900 | $9,341+48.8% | $14,586-4.7% | $7,234+92.1% |