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 | $173,105 | $60,124+187.9% | $90,404+91.5% | $79,858+116.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.61% | 71.94%-51.3pp | 1293.02%-1272.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $16,636 | $2,068+704.6% | $3,262+410.0% | $2,471+573.3% |
| Participant deferral / active EE | $13,273 | $2,938+351.7% | $3,963+234.9% | $3,740+254.9% |
| Admin fee / account holder | $22,275 | $3,976+460.2% | $5,611+297.0% | $5,306+319.8% |