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 | $187,885 | $65,409+187.2% | $98,442+90.9% | $85,850+118.9% |
| Participation rate | 98.1% | 65.0%+33.1pp | 73.3%+24.8pp | 69.3%+28.8pp |
| Annual return | 18.24% | 21.76%-3.5pp | 1492.73%-1474.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $13,999 | $2,168+545.8% | $2,960+373.0% | $2,565+445.7% |
| Participant deferral / active EE | $14,602 | $3,166+361.2% | $4,276+241.5% | $3,952+269.5% |
| Admin fee / account holder | $32,251 | $4,593+602.2% | $5,949+442.1% | $6,260+415.2% |