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 | $116,803 | $165,335-29.4% | $149,696-22.0% | $158,922-26.5% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 8.73% | 348.15%-339.4pp | 276.60%-267.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $6,772 | $5,103+32.7% | $4,644+45.8% | $4,761+42.2% |
| Participant deferral / active EE | $4,996 | $7,181-30.4% | $6,842-27.0% | $5,982-16.5% |
| Admin fee / account holder | $3,799 | $10,807-64.8% | $9,309-59.2% | $11,246-66.2% |