Filed July 22, 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 | $77,010 | $138,065-44.2% | $123,544-37.7% | $135,375-43.1% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -4.56% | 153.68%-158.2pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,760 | $5,151+11.8% | $4,628+24.5% | $4,779+20.5% |
| Participant deferral / active EE | $4,196 | $6,799-38.3% | $6,426-34.7% | $5,609-25.2% |
| Admin fee / account holder | $23,639 | $10,916+116.6% | $9,284+154.6% | $10,827+118.3% |