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 | $109,405 | $95,561+14.5% | $77,163+41.8% | $139,434-21.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.45% | 54.92%-44.5pp | 37.87%-27.4pp | 372.94%-362.5pp |
| Employer contribution / active EE | $4,770 | $3,147+51.6% | $2,535+88.2% | $4,751+0.4% |
| Participant deferral / active EE | $7,596 | $4,624+64.3% | $3,833+98.2% | $6,710+13.2% |
| Admin fee / account holder | $5,568 | $8,295-32.9% | $5,472+1.7% | $11,403-51.2% |