Filed April 21, 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 | $94,000 | $217,402-56.8% | $185,823-49.4% | $167,490-43.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.71% | 148.36%-135.7pp | 122.05%-109.3pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,343 | $5,873-60.1% | $5,167-54.7% | $4,837-51.6% |
| Participant deferral / active EE | $3,543 | $6,356-44.3% | $5,568-36.4% | $6,341-44.1% |
| Admin fee / account holder | $5,187 | $19,811-73.8% | $16,237-68.1% | $12,309-57.9% |