Filed April 28, 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 | $108,029 | $48,076+124.7% | $78,689+37.3% | $62,891+71.8% |
| Participation rate | 76.9% | 65.2%+11.7pp | 73.6%+3.4pp | 69.3%+7.6pp |
| Annual return | 8.39% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,655 | $2,015+81.4% | $2,851+28.2% | $2,281+60.2% |
| Participant deferral / active EE | $6,050 | $2,588+133.8% | $3,517+72.0% | $3,203+88.9% |
| Admin fee / account holder | $1,994 | $3,207-37.8% | $4,510-55.8% | $4,296-53.6% |