Filed February 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 | $89,172 | $87,841+1.5% | $133,980-33.4% | $62,891+41.8% |
| Participation rate | 89.5% | 83.4%+6.1pp | 87.1%+2.4pp | 69.3%+20.2pp |
| Annual return | 10.59% | 12.05%-1.5pp | 29.30%-18.7pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,966 | $3,483-43.6% | $5,211-62.3% | $2,281-13.8% |
| Participant deferral / active EE | $2,998 | $4,812-37.7% | $6,282-52.3% | $3,203-6.4% |
| Admin fee / account holder | $5,651 | $5,371+5.2% | $9,324-39.4% | $4,296+31.6% |