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 | $145,698 | $109,359+33.2% | $162,163-10.2% | $72,985+99.6% |
| Participation rate | 89.4% | 84.3%+5.2pp | 87.6%+1.9pp | 69.5%+19.9pp |
| Annual return | 17.84% | 25.46%-7.6pp | 115.59%-97.8pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,027 | $3,907-22.5% | $5,614-46.1% | $2,440+24.1% |
| Participant deferral / active EE | $3,347 | $5,481-38.9% | $7,298-54.1% | $3,607-7.2% |
| Admin fee / account holder | $8,503 | $7,972+6.7% | $10,843-21.6% | $5,124+65.9% |