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 | $145,263 | $88,707+63.8% | $74,183+95.8% | $273,961-47.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 11.28% | 11.94%-0.7pp | 17.74%-6.5pp | 41.45%-30.2pp |
| Employer contribution / active EE | $3,831 | $3,159+21.3% | $2,370+61.6% | $4,869-21.3% |
| Participant deferral / active EE | $9,534 | $4,212+126.4% | $3,550+168.6% | $5,287+80.3% |
| Admin fee / account holder | $4,975 | $8,717-42.9% | $5,586-10.9% | $10,132-50.9% |