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 | $201,541 | $197,591+2.0% | $177,821+13.3% | $158,922+26.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.16% | 58.76%-45.6pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $9,528 | $6,697+42.3% | $5,918+61.0% | $4,761+100.1% |
| Participant deferral / active EE | $6,724 | $8,405-20.0% | $7,714-12.8% | $5,982+12.4% |
| Admin fee / account holder | $14,362 | $15,399-6.7% | $12,427+15.6% | $11,246+27.7% |