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 | $115,355 | $92,222+25.1% | $76,768+50.3% | $135,375-14.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.68% | 5.46%-10.1pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,721 | $3,216+15.7% | $2,485+49.7% | $4,779-22.1% |
| Participant deferral / active EE | $10,243 | $4,509+127.2% | $3,852+165.9% | $5,609+82.6% |
| Admin fee / account holder | $12,835 | $10,748+19.4% | $6,675+92.3% | $10,827+18.5% |