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 | $221,889 | $138,347+60.4% | $184,203+20.5% | $80,856+174.4% |
| Participation rate | 90.6% | 83.9%+6.7pp | 86.8%+3.7pp | 67.6%+22.9pp |
| Annual return | 13.45% | 20.02%-6.6pp | 28.81%-15.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,361 | $4,850-51.3% | $6,427-63.3% | $2,755-14.3% |
| Participant deferral / active EE | $5,904 | $7,071-16.5% | $9,131-35.3% | $4,296+37.4% |
| Admin fee / account holder | $8,383 | $10,483-20.0% | $13,901-39.7% | $6,918+21.2% |