Filed May 1, 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 | $174,492 | $109,359+59.6% | $162,163+7.6% | $72,985+139.1% |
| Participation rate | 87.0% | 84.3%+2.7pp | 87.6%-0.6pp | 69.5%+17.5pp |
| Annual return | 22.42% | 25.46%-3.0pp | 115.59%-93.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,924 | $3,907-50.8% | $5,614-65.7% | $2,440-21.1% |
| Participant deferral / active EE | $4,950 | $5,481-9.7% | $7,298-32.2% | $3,607+37.2% |
| Admin fee / account holder | $12,746 | $7,972+59.9% | $10,843+17.6% | $5,124+148.7% |