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 | $88,726 | $91,911-3.5% | $68,793+29.0% | $135,375-34.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.02% | -8.22%+6.2pp | -4.63%+2.6pp | 519.73%-521.8pp |
| Employer contribution / active EE | $3,483 | $3,924-11.2% | $2,625+32.7% | $4,779-27.1% |
| Participant deferral / active EE | $5,198 | $4,315+20.4% | $3,311+57.0% | $5,609-7.3% |
| Admin fee / account holder | $15,972 | $9,240+72.9% | $5,131+211.3% | $10,827+47.5% |