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 | $101,484 | $167,484-39.4% | $151,611-33.1% | $134,475-24.5% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.5%-0.5pp | 81.2%+5.7pp |
| Annual return | -14.95% | 7.80%-22.7pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,335 | $6,829-36.5% | $6,166-29.7% | $4,740-8.5% |
| Participant deferral / active EE | $5,350 | $8,986-40.5% | $8,363-36.0% | $6,400-16.4% |
| Admin fee / account holder | $801 | $13,783-94.2% | $11,616-93.1% | $11,426-93.0% |