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 | $111,573 | $48,274+131.1% | $63,517+75.7% | $59,632+87.1% |
| Participation rate | 97.9% | 66.3%+31.6pp | 71.0%+26.8pp | 68.7%+29.2pp |
| Annual return | 0.54% | -240.79%+241.3pp | -70.30%+70.8pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $8,837 | $1,586+457.1% | $2,322+280.6% | $2,203+301.2% |
| Participant deferral / active EE | $4,438 | $2,343+89.4% | $2,953+50.3% | $3,192+39.0% |
| Admin fee / account holder | $7,067 | $3,600+96.3% | $5,892+19.9% | $4,297+64.5% |