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 | $248,461 | $86,286+188.0% | $111,297+123.2% | $85,850+189.4% |
| Participation rate | 95.9% | 73.3%+22.6pp | 77.3%+18.6pp | 69.3%+26.6pp |
| Annual return | 12.42% | 19.99%-7.6pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,458 | $2,043+69.2% | $2,731+26.6% | $2,565+34.8% |
| Participant deferral / active EE | $6,454 | $3,641+77.3% | $4,487+43.8% | $3,952+63.3% |
| Admin fee / account holder | $12,984 | $8,188+58.6% | $7,964+63.0% | $6,260+107.4% |