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 | $119,019 | $78,422+51.8% | $95,952+24.0% | $79,858+49.0% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.6pp | 69.6%+12.0pp |
| Annual return | 16.05% | 19.37%-3.3pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $7,623 | $1,945+291.9% | $2,541+200.0% | $2,471+208.5% |
| Participant deferral / active EE | $3,386 | $3,440-1.6% | $4,167-18.7% | $3,740-9.5% |
| Admin fee / account holder | $1,505 | $5,622-73.2% | $6,795-77.9% | $5,306-71.6% |