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 | $29,932 | $67,606-55.7% | $82,313-63.6% | $70,131-57.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.63% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,405 | $1,755-19.9% | $2,428-42.1% | $2,342-40.0% |
| Participant deferral / active EE | $1,400 | $2,987-53.1% | $3,706-62.2% | $3,332-58.0% |
| Admin fee / account holder | $1,866 | $4,512-58.6% | $5,608-66.7% | $4,645-59.8% |