Filed April 3, 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 | $142,422 | $54,762+160.1% | $90,281+57.8% | $72,985+95.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.74% | 30.63%-2.9pp | 78.10%-50.4pp | 81.00%-53.3pp |
| Employer contribution / active EE | $7,986 | $2,092+281.6% | $2,854+179.8% | $2,440+227.3% |
| Participant deferral / active EE | $6,880 | $2,887+138.3% | $3,885+77.1% | $3,607+90.7% |
| Admin fee / account holder | $9,565 | $3,972+140.8% | $5,351+78.7% | $5,124+86.6% |