Filed June 15, 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 | $39,971 | $73,867-45.9% | $143,757-72.2% | $68,494-41.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.26% | 1.01%-10.3pp | -0.04%-9.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $6,661 | $3,184+109.2% | $4,951+34.5% | $2,596+156.6% |
| Participant deferral / active EE | $4,388 | $3,384+29.7% | $5,637-22.2% | $4,027+9.0% |
| Admin fee / account holder | $544 | $5,755-90.6% | $14,673-96.3% | $5,403-89.9% |