Filed March 7, 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 | $56,985 | $148,978-61.7% | $200,582-71.6% | $84,808-32.8% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 19.70% | 28.16%-8.5pp | 42.33%-22.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,686 | $4,815-65.0% | $6,419-73.7% | $2,631-35.9% |
| Participant deferral / active EE | $3,599 | $7,142-49.6% | $9,331-61.4% | $4,212-14.6% |
| Admin fee / account holder | $1,521 | $13,977-89.1% | $16,305-90.7% | $7,344-79.3% |