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 | $133,499 | $49,177+171.5% | $79,464+68.0% | $64,186+108.0% |
| Participation rate | 77.1% | 65.0%+12.1pp | 73.3%+3.8pp | 69.6%+7.6pp |
| Annual return | -6.43% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,559 | $2,076+119.6% | $2,800+62.8% | $2,381+91.5% |
| Participant deferral / active EE | $7,539 | $2,821+167.2% | $3,704+103.5% | $3,470+117.3% |
| Admin fee / account holder | $2,956 | $3,839-23.0% | $5,113-42.2% | $4,888-39.5% |