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 | $100,365 | $88,594+13.3% | $70,092+43.2% | $134,475-25.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -12.64% | 442.67%-455.3pp | 190.73%-203.4pp | 417.96%-430.6pp |
| Employer contribution / active EE | $5,370 | $3,233+66.1% | $2,559+109.9% | $4,740+13.3% |
| Participant deferral / active EE | $7,178 | $4,772+50.4% | $3,849+86.5% | $6,400+12.2% |
| Admin fee / account holder | $2,933 | $10,441-71.9% | $6,267-53.2% | $11,426-74.3% |