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 | $134,009 | $107,452+24.7% | $91,541+46.4% | $142,382-5.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.08% | 22.06%-11.0pp | 20.50%-9.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $5,296 | $2,994+76.9% | $2,505+111.5% | $4,299+23.2% |
| Participant deferral / active EE | $6,624 | $4,754+39.3% | $4,008+65.3% | $6,507+1.8% |
| Admin fee / account holder | $2,934 | $8,834-66.8% | $6,956-57.8% | $12,624-76.8% |