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 | $202,443 | $65,409+209.5% | $98,442+105.6% | $85,850+135.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 20.26% | 21.76%-1.5pp | 1492.73%-1472.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $3,511 | $2,168+62.0% | $2,960+18.6% | $2,565+36.9% |
| Participant deferral / active EE | $8,889 | $3,166+180.7% | $4,276+107.9% | $3,952+125.0% |
| Admin fee / account holder | $1,339 | $4,593-70.8% | $5,949-77.5% | $6,260-78.6% |