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 | $119,710 | $99,918+19.8% | $81,382+47.1% | $145,922-18.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.29% | 34.32%-26.0pp | 24.73%-16.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $4,935 | $2,978+65.7% | $2,463+100.4% | $4,660+5.9% |
| Participant deferral / active EE | $7,817 | $4,605+69.7% | $3,883+101.3% | $6,688+16.9% |
| Admin fee / account holder | $3,022 | $8,212-63.2% | $5,768-47.6% | $13,397-77.4% |