Filed July 7, 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 | $215,270 | $72,492+197.0% | $87,100+147.2% | $72,985+195.0% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.9%+11.5pp | 69.5%+18.9pp |
| Annual return | 19.38% | 24.46%-5.1pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,489 | $1,894+84.2% | $2,521+38.4% | $2,440+43.0% |
| Participant deferral / active EE | $6,601 | $3,270+101.9% | $4,049+63.0% | $3,607+83.0% |
| Admin fee / account holder | $3,466 | $5,055-31.4% | $7,497-53.8% | $5,124-32.4% |