Filed April 17, 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 | $71,625 | $90,503-20.9% | $78,689-9.0% | $273,961-73.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.71% | 75.60%-65.9pp | 62.18%-52.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $5,046 | $3,176+58.9% | $2,851+77.0% | $4,869+3.6% |
| Participant deferral / active EE | $5,780 | $3,901+48.1% | $3,517+64.3% | $5,287+9.3% |
| Admin fee / account holder | $1,721 | $5,263-67.3% | $4,510-61.8% | $10,132-83.0% |