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 | $176,464 | $201,272-12.3% | $184,203-4.2% | $145,922+20.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.94% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $12,836 | $7,022+82.8% | $6,427+99.7% | $4,660+175.5% |
| Participant deferral / active EE | $12,138 | $9,806+23.8% | $9,131+32.9% | $6,688+81.5% |
| Admin fee / account holder | $14,465 | $16,364-11.6% | $13,901+4.1% | $13,397+8.0% |