Filed March 20, 2011
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 9-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 | $36,780 | $81,900-55.1% | $119,609-69.2% | $68,494-46.3% |
| Participation rate | 96.1% | 71.9%+24.2pp | 79.3%+16.8pp | 67.9%+28.2pp |
| Annual return | -17.07% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,484 | $2,693+66.5% | $4,232+6.0% | $2,596+72.7% |
| Participant deferral / active EE | $4,066 | $4,148-2.0% | $5,602-27.4% | $4,027+1.0% |
| Admin fee / account holder | $17,283 | $6,582+162.6% | $10,323+67.4% | $5,403+219.9% |