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 | $227,292 | $137,414+65.4% | $189,513+19.9% | $85,850+164.8% |
| Participation rate | 81.3% | 84.6%-3.4pp | 87.8%-6.6pp | 69.3%+11.9pp |
| Annual return | 19.66% | 38.14%-18.5pp | 555.15%-535.5pp | 318.53%-298.9pp |
| Employer contribution / active EE | $2,189 | $4,344-49.6% | $6,162-64.5% | $2,565-14.6% |
| Participant deferral / active EE | $5,471 | $6,260-12.6% | $8,221-33.5% | $3,952+38.4% |
| Admin fee / account holder | $11,972 | $8,630+38.7% | $12,045-0.6% | $6,260+91.2% |