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 | $208,338 | $71,883+189.8% | $86,677+140.4% | $68,494+204.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.47% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,912 | $2,173+80.0% | $2,836+37.9% | $2,596+50.7% |
| Participant deferral / active EE | $7,461 | $3,779+97.4% | $4,656+60.3% | $4,027+85.3% |
| Admin fee / account holder | $4,780 | $6,112-21.8% | $7,493-36.2% | $5,403-11.5% |