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 | $81,122 | $103,376-21.5% | $87,100-6.9% | $152,861-46.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.91% | 28.10%-11.2pp | 28.19%-11.3pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,782 | $3,220-13.6% | $2,521+10.3% | $4,762-41.6% |
| Participant deferral / active EE | $3,484 | $4,778-27.1% | $4,049-14.0% | $5,850-40.5% |
| Admin fee / account holder | $24,089 | $12,205+97.4% | $7,497+221.3% | $11,596+107.7% |