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 | $128,342 | $103,376+24.2% | $87,100+47.3% | $152,861-16.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.79% | 28.10%-10.3pp | 28.19%-10.4pp | 345.32%-327.5pp |
| Employer contribution / active EE | $4,029 | $3,220+25.1% | $2,521+59.8% | $4,762-15.4% |
| Participant deferral / active EE | $11,082 | $4,778+131.9% | $4,049+173.7% | $5,850+89.4% |
| Admin fee / account holder | $1,669 | $12,205-86.3% | $7,497-77.7% | $11,596-85.6% |