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 | $67,840 | $67,606+0.3% | $82,313-17.6% | $70,131-3.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.87% | 21.57%+3.3pp | 25.88%-1.0pp | 73.14%-48.3pp |
| Employer contribution / active EE | $3,281 | $1,755+87.0% | $2,428+35.1% | $2,342+40.1% |
| Participant deferral / active EE | $6,815 | $2,987+128.2% | $3,706+83.9% | $3,332+104.5% |
| Admin fee / account holder | $10,504 | $4,512+132.8% | $5,608+87.3% | $4,645+126.1% |