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 | $33,683 | $45,152-25.4% | $73,843-54.4% | $59,632-43.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.43% | 27.40%-26.0pp | 2267.84%-2266.4pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $5,275 | $1,902+177.4% | $2,787+89.2% | $2,203+139.5% |
| Participant deferral / active EE | $3,797 | $2,574+47.5% | $3,583+6.0% | $3,192+19.0% |
| Admin fee / account holder | $15,554 | $3,516+342.3% | $4,880+218.7% | $4,297+262.0% |