Filed February 3, 2011 (most recent of 3 filings on file)
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 | $208,488 | $183,963+13.3% | $162,163+28.6% | $152,861+36.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.20% | 150.76%-131.6pp | 115.59%-96.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $9,318 | $6,371+46.3% | $5,614+66.0% | $4,762+95.7% |
| Participant deferral / active EE | $7,216 | $8,034-10.2% | $7,298-1.1% | $5,850+23.3% |
| Admin fee / account holder | $8,866 | $13,121-32.4% | $10,843-18.2% | $11,596-23.5% |