Filed June 10, 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 | $153,948 | $54,762+181.1% | $90,281+70.5% | $72,985+110.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 26.44% | 30.63%-4.2pp | 78.10%-51.7pp | 81.00%-54.6pp |
| Employer contribution / active EE | $14,658 | $2,092+600.5% | $2,854+413.5% | $2,440+500.8% |
| Participant deferral / active EE | $12,002 | $2,887+315.7% | $3,885+208.9% | $3,607+232.7% |
| Admin fee / account holder | $9,939 | $3,972+150.2% | $5,351+85.7% | $5,124+94.0% |