Filed April 29, 2011 (most recent of 3 filings on file)
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 | $129,591 | $90,600+43.0% | $79,464+63.1% | $135,375-4.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.01% | 977.43%-983.4pp | 718.14%-724.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,567 | $3,068+16.3% | $2,800+27.4% | $4,779-25.4% |
| Participant deferral / active EE | $9,242 | $4,050+128.2% | $3,704+149.5% | $5,609+64.8% |
| Admin fee / account holder | $12,829 | $5,907+117.2% | $5,113+150.9% | $10,827+18.5% |