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 | $179,249 | $58,927+204.2% | $76,817+133.3% | $72,985+145.6% |
| Participation rate | 96.4% | 67.3%+29.0pp | 72.1%+24.3pp | 69.5%+26.9pp |
| Annual return | 22.04% | 2305.64%-2283.6pp | 1166.11%-1144.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $5,362 | $1,787+200.1% | $2,302+132.9% | $2,440+119.8% |
| Participant deferral / active EE | $8,952 | $2,690+232.7% | $3,336+168.4% | $3,607+148.2% |
| Admin fee / account holder | $16,850 | $4,013+319.9% | $6,420+162.5% | $5,124+228.8% |