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 | $46,431 | $53,127-12.6% | $86,590-46.4% | $70,131-33.8% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.5pp | 69.5%+27.5pp |
| Annual return | 21.20% | 27.66%-6.5pp | 964.84%-943.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,870 | $2,068-9.6% | $2,839-34.1% | $2,342-20.2% |
| Participant deferral / active EE | $3,098 | $2,696+14.9% | $3,609-14.2% | $3,332-7.0% |
| Admin fee / account holder | $1,748 | $3,585-51.3% | $4,906-64.4% | $4,645-62.4% |