Filed April 17, 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 | $42,604 | $95,453-55.4% | $112,040-62.0% | $82,448-48.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 14.61% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,349 | $2,318-41.8% | $2,954-54.3% | $2,551-47.1% |
| Participant deferral / active EE | $2,281 | $4,224-46.0% | $5,098-55.2% | $4,139-44.9% |
| Admin fee / account holder | $6,593 | $9,013-26.9% | $12,098-45.5% | $7,234-8.9% |