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 | $232,248 | $57,281+305.5% | $86,612+168.1% | $75,163+209.0% |
| Participation rate | 96.6% | 63.2%+33.4pp | 71.7%+24.9pp | 67.2%+29.4pp |
| Annual return | 24.66% | 2670.75%-2646.1pp | 591.07%-566.4pp | 160.62%-136.0pp |
| Employer contribution / active EE | $4,499 | $2,314+94.4% | $3,022+48.9% | $2,670+68.5% |
| Participant deferral / active EE | $11,149 | $3,318+236.1% | $4,438+151.2% | $4,125+170.3% |
| Admin fee / account holder | $2,572 | $4,112-37.5% | $5,614-54.2% | $5,651-54.5% |