Filed April 7, 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 | $68,626 | $125,758-45.4% | $169,993-59.6% | $75,163-8.7% |
| Participation rate | 76.0% | 83.6%-7.6pp | 87.0%-11.0pp | 67.2%+8.8pp |
| Annual return | 14.33% | 27.20%-12.9pp | 53.37%-39.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,493 | $4,615-46.0% | $6,785-63.3% | $2,670-6.6% |
| Participant deferral / active EE | $3,323 | $6,837-51.4% | $10,408-68.1% | $4,125-19.4% |
| Admin fee / account holder | $532 | $8,173-93.5% | $12,815-95.8% | $5,651-90.6% |