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 | $199,328 | $64,480+209.1% | $81,382+144.9% | $80,856+146.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 15.97% | 16.34%-0.4pp | 24.73%-8.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $5,880 | $1,978+197.2% | $2,463+138.8% | $2,755+113.5% |
| Participant deferral / active EE | $10,473 | $3,094+238.5% | $3,883+169.7% | $4,296+143.8% |
| Admin fee / account holder | $19,976 | $5,671+252.3% | $5,768+246.3% | $6,918+188.8% |