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 | $173,105 | $59,101+192.9% | $77,163+124.3% | $75,163+130.3% |
| Participation rate | 99.0% | 63.9%+35.1pp | 69.6%+29.4pp | 67.2%+31.8pp |
| Annual return | 20.61% | 26.71%-6.1pp | 37.87%-17.3pp | 160.62%-140.0pp |
| Employer contribution / active EE | $5,379 | $1,995+169.6% | $2,535+112.2% | $2,670+101.5% |
| Participant deferral / active EE | $9,502 | $2,999+216.8% | $3,833+147.9% | $4,125+130.3% |
| Admin fee / account holder | $21,743 | $4,774+355.4% | $5,472+297.3% | $5,651+284.8% |