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 | $43,031 | $49,177-12.5% | $79,464-45.8% | $64,186-33.0% |
| Participation rate | 97.1% | 65.0%+32.0pp | 73.3%+23.7pp | 69.6%+27.5pp |
| Annual return | -4.36% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,905 | $2,076+39.9% | $2,800+3.7% | $2,381+22.0% |
| Participant deferral / active EE | $3,395 | $2,821+20.3% | $3,704-8.4% | $3,470-2.2% |
| Admin fee / account holder | $7,537 | $3,839+96.3% | $5,113+47.4% | $4,888+54.2% |