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 | $220,871 | $65,561+236.9% | $91,541+141.3% | $74,304+197.3% |
| Participation rate | 97.1% | 56.6%+40.5pp | 69.8%+27.3pp | 60.3%+36.7pp |
| Annual return | 17.26% | 17.68%-0.4pp | 20.50%-3.2pp | 29.43%-12.2pp |
| Employer contribution / active EE | $8,639 | $1,717+403.2% | $2,505+244.9% | $2,241+285.5% |
| Participant deferral / active EE | $9,849 | $2,918+237.5% | $4,008+145.8% | $3,767+161.4% |
| Admin fee / account holder | $5,836 | $3,333+75.1% | $6,956-16.1% | $2,969+96.6% |