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 | $141,889 | $53,127+167.1% | $86,590+63.9% | $70,131+102.3% |
| Participation rate | 73.7% | 65.3%+8.4pp | 73.5%+0.1pp | 69.5%+4.1pp |
| Annual return | 28.63% | 27.66%+1.0pp | 964.84%-936.2pp | 73.14%-44.5pp |
| Employer contribution / active EE | $4,180 | $2,068+102.1% | $2,839+47.2% | $2,342+78.5% |
| Participant deferral / active EE | $6,895 | $2,696+155.8% | $3,609+91.1% | $3,332+107.0% |
| Admin fee / account holder | $575 | $3,585-84.0% | $4,906-88.3% | $4,645-87.6% |