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 | $165,060 | $54,350+203.7% | $82,719+99.5% | $68,494+141.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.50% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $16,184 | $2,218+629.6% | $3,009+437.9% | $2,596+523.4% |
| Participant deferral / active EE | $17,332 | $3,246+433.9% | $4,395+294.3% | $4,027+330.4% |
| Admin fee / account holder | $15,890 | $4,395+261.5% | $5,329+198.2% | $5,403+194.1% |