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 | $88,373 | $100,754-12.3% | $86,677+2.0% | $134,475-34.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.50% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,277 | $3,489-6.1% | $2,836+15.5% | $4,740-30.9% |
| Participant deferral / active EE | $4,885 | $5,338-8.5% | $4,656+4.9% | $6,400-23.7% |
| Admin fee / account holder | $6,922 | $10,926-36.6% | $7,493-7.6% | $11,426-39.4% |