Filed March 27, 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 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 | $44,166 | $198,466-77.7% | $170,442-74.1% | $147,584-70.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.50% | 257.29%-245.8pp | 205.93%-194.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $4,679 | $6,184-24.3% | $5,433-13.9% | $4,876-4.1% |
| Participant deferral / active EE | $2,578 | $5,629-54.2% | $4,939-47.8% | $5,439-52.6% |
| Admin fee / account holder | $10,256 | $16,852-39.1% | $13,880-26.1% | $10,885-5.8% |