Filed July 7, 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 | $42,298 | $80,968-47.8% | $96,544-56.2% | $75,163-43.7% |
| Participation rate | 92.1% | 71.8%+20.3pp | 76.0%+16.1pp | 67.2%+24.9pp |
| Annual return | 18.14% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,759 | $2,282-22.9% | $2,965-40.7% | $2,670-34.1% |
| Participant deferral / active EE | $3,393 | $3,928-13.6% | $4,851-30.1% | $4,125-17.7% |
| Admin fee / account holder | $1,377 | $6,724-79.5% | $8,252-83.3% | $5,651-75.6% |