Filed February 11, 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 | $217,733 | $66,764+226.1% | $88,497+146.0% | $62,891+246.2% |
| Participation rate | 98.6% | 77.3%+21.3pp | 82.4%+16.2pp | 69.3%+29.3pp |
| Annual return | 8.87% | 10.37%-1.5pp | 7.63%+1.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,029 | $3,077+30.9% | $4,036-0.2% | $2,281+76.6% |
| Participant deferral / active EE | $8,399 | $3,976+111.2% | $4,899+71.4% | $3,203+162.2% |
| Admin fee / account holder | $7,323 | $4,668+56.9% | $6,220+17.7% | $4,296+70.5% |