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 | $166,855 | $58,208+186.7% | $81,812+104.0% | $80,856+106.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.94% | 41.66%-26.7pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,730 | $2,340+144.9% | $2,912+96.8% | $2,755+108.0% |
| Participant deferral / active EE | $6,983 | $3,281+112.8% | $4,319+61.7% | $4,296+62.6% |
| Admin fee / account holder | $6,601 | $4,981+32.5% | $7,386-10.6% | $6,918-4.6% |