Filed April 27, 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 | $64,610 | $94,529-31.7% | $140,016-53.9% | $64,186+0.7% |
| Participation rate | 96.0% | 84.1%+11.9pp | 87.5%+8.5pp | 69.6%+26.4pp |
| Annual return | -6.08% | 7.77%-13.9pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,912 | $3,812-23.6% | $5,606-48.1% | $2,381+22.3% |
| Participant deferral / active EE | $3,920 | $5,250-25.3% | $6,927-43.4% | $3,470+13.0% |
| Admin fee / account holder | $9,128 | $6,741+35.4% | $10,705-14.7% | $4,888+86.7% |