Filed July 27, 2011 (most recent of 2 filings on file)
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 | $160,744 | $57,065+181.7% | $75,670+112.4% | $70,131+129.2% |
| Participation rate | 95.2% | 68.1%+27.1pp | 72.3%+22.9pp | 69.5%+25.7pp |
| Annual return | 20.04% | 23.57%-3.5pp | 27.34%-7.3pp | 73.14%-53.1pp |
| Employer contribution / active EE | $9,566 | $1,817+426.6% | $2,352+306.8% | $2,342+308.4% |
| Participant deferral / active EE | $7,868 | $2,580+205.0% | $3,142+150.4% | $3,332+136.1% |
| Admin fee / account holder | $14,218 | $3,825+271.7% | $5,800+145.2% | $4,645+206.1% |