Filed April 21, 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 | $23,252 | $89,355-74.0% | $141,162-83.5% | $72,985-68.1% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.0pp | 69.5%+22.0pp |
| Annual return | 32.02% | 111.85%-79.8pp | 71.39%-39.4pp | 81.00%-49.0pp |
| Employer contribution / active EE | $1,788 | $3,114-42.6% | $4,735-62.2% | $2,440-26.7% |
| Participant deferral / active EE | $3,074 | $5,418-43.3% | $6,709-54.2% | $3,607-14.8% |
| Admin fee / account holder | $312 | $5,958-94.8% | $10,261-97.0% | $5,124-93.9% |