Filed January 5, 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 | $75,309 | $63,924+17.8% | $108,579-30.6% | $55,167+36.5% |
| Participation rate | 96.3% | 74.3%+22.0pp | 79.6%+16.7pp | 69.0%+27.3pp |
| Annual return | 8.48% | 15.31%-6.8pp | -51.70%+60.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,779 | $1,879-5.3% | $3,758-52.7% | $1,963-9.3% |
| Participant deferral / active EE | $6,447 | $3,067+110.2% | $4,311+49.6% | $3,054+111.1% |
| Admin fee / account holder | $3,682 | $618+496.1% | $7,645-51.8% | $504+630.7% |