Filed April 14, 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 | $94,452 | $30,732+207.3% | $59,496+58.8% | $59,632+58.4% |
| Participation rate | 95.5% | 43.2%+52.3pp | 54.6%+41.0pp | 68.7%+26.9pp |
| Annual return | 9.21% | 4.47%+4.7pp | 182.05%-172.8pp | 2041.28%-2032.1pp |
| Employer contribution / active EE | $4,701 | $631+645.4% | $1,153+307.8% | $2,203+113.4% |
| Participant deferral / active EE | $9,458 | $1,183+699.5% | $1,829+417.0% | $3,192+196.3% |
| Admin fee / account holder | $5,933 | $2,136+177.7% | $2,232+165.8% | $4,297+38.1% |