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 | $205,405 | $57,281+258.6% | $86,612+137.2% | $75,163+173.3% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 25.44% | 2670.75%-2645.3pp | 591.07%-565.6pp | 160.62%-135.2pp |
| Employer contribution / active EE | $17,794 | $2,314+668.8% | $3,022+488.7% | $2,670+566.5% |
| Participant deferral / active EE | $19,213 | $3,318+479.1% | $4,438+332.9% | $4,125+365.7% |
| Admin fee / account holder | $8,711 | $4,112+111.9% | $5,614+55.2% | $5,651+54.2% |