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 | $91,139 | $80,968+12.6% | $96,544-5.6% | $75,163+21.3% |
| Participation rate | 96.1% | 71.8%+24.3pp | 76.0%+20.1pp | 67.2%+28.9pp |
| Annual return | 17.59% | 27.06%-9.5pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $7,034 | $2,282+208.3% | $2,965+137.2% | $2,670+163.5% |
| Participant deferral / active EE | $4,254 | $3,928+8.3% | $4,851-12.3% | $4,125+3.1% |
| Admin fee / account holder | $7,827 | $6,724+16.4% | $8,252-5.2% | $5,651+38.5% |