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 | $142,604 | $54,350+162.4% | $82,719+72.4% | $68,494+108.2% |
| Participation rate | 96.9% | 63.9%+33.0pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -19.42% | -13.67%-5.7pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,158 | $2,218+42.4% | $3,009+4.9% | $2,596+21.6% |
| Participant deferral / active EE | $9,243 | $3,246+184.8% | $4,395+110.3% | $4,027+129.5% |
| Admin fee / account holder | $367 | $4,395-91.6% | $5,329-93.1% | $5,403-93.2% |