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 | $146,858 | $57,281+156.4% | $86,612+69.6% | $75,163+95.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.91% | 2670.75%-2653.8pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $7,451 | $2,314+221.9% | $3,022+146.5% | $2,670+179.1% |
| Participant deferral / active EE | $6,066 | $3,318+82.8% | $4,438+36.7% | $4,125+47.1% |
| Admin fee / account holder | $33,142 | $4,112+706.0% | $5,614+490.3% | $5,651+486.5% |