Filed February 14, 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 | $112,749 | $78,694+43.3% | $67,652+66.7% | $125,391-10.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -1.86% | 9.46%-11.3pp | 6625.04%-6626.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,589 | $3,044-14.9% | $2,266+14.3% | $4,866-46.8% |
| Participant deferral / active EE | $8,992 | $4,292+109.5% | $3,560+152.6% | $5,352+68.0% |
| Admin fee / account holder | $23,251 | $7,403+214.1% | $4,821+382.3% | $9,540+143.7% |