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 | $99,967 | $117,841-15.2% | $102,423-2.4% | $145,922-31.5% |
| Participation rate | 78.3% | 78.6%-0.3pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 12.62% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,410 | $3,615-33.3% | $3,023-20.3% | $4,660-48.3% |
| Participant deferral / active EE | $3,837 | $5,731-33.0% | $5,053-24.1% | $6,688-42.6% |
| Admin fee / account holder | $22,798 | $13,326+71.1% | $9,451+141.2% | $13,397+70.2% |