Filed March 11, 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 | $41,469 | $100,041-58.5% | $149,718-72.3% | $70,131-40.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.91% | 27.43%-13.5pp | 1501.63%-1487.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,620 | $3,662-28.4% | $5,445-51.9% | $2,342+11.9% |
| Participant deferral / active EE | $2,535 | $4,983-49.1% | $6,569-61.4% | $3,332-23.9% |
| Admin fee / account holder | $2,554 | $8,286-69.2% | $11,283-77.4% | $4,645-45.0% |