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 | $122,333 | $185,822-34.2% | $169,993-28.0% | $139,434-12.3% |
| Participation rate | 95.7% | 87.8%+7.9pp | 87.0%+8.7pp | 80.3%+15.3pp |
| Annual return | 16.94% | 60.50%-43.6pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $5,460 | $7,590-28.1% | $6,785-19.5% | $4,751+14.9% |
| Participant deferral / active EE | $5,419 | $11,622-53.4% | $10,408-47.9% | $6,710-19.2% |
| Admin fee / account holder | $1,193 | $15,381-92.2% | $12,815-90.7% | $11,403-89.5% |