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 | $153,299 | $185,822-17.5% | $169,993-9.8% | $139,434+9.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.46% | 60.50%-40.0pp | 53.37%-32.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $11,485 | $7,590+51.3% | $6,785+69.3% | $4,751+141.7% |
| Participant deferral / active EE | $9,091 | $11,622-21.8% | $10,408-12.7% | $6,710+35.5% |
| Admin fee / account holder | $2,386 | $15,381-84.5% | $12,815-81.4% | $11,403-79.1% |