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 | $38,210 | $60,349-36.7% | $74,183-48.5% | $62,891-39.2% |
| Participation rate | 70.0% | 72.7%-2.7pp | 76.6%-6.6pp | 69.3%+0.7pp |
| Annual return | 9.72% | 21.37%-11.6pp | 17.74%-8.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $678 | $1,680-59.6% | $2,370-71.4% | $2,281-70.3% |
| Participant deferral / active EE | $1,769 | $2,856-38.1% | $3,550-50.2% | $3,203-44.8% |
| Admin fee / account holder | $1,086 | $4,261-74.5% | $5,586-80.6% | $4,296-74.7% |