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 | $29,597 | $98,750-70.0% | $149,696-80.2% | $79,858-62.9% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+24.0pp |
| Annual return | 18.49% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,043 | $3,216-36.5% | $4,644-56.0% | $2,471-17.3% |
| Participant deferral / active EE | $3,286 | $5,680-42.1% | $6,842-52.0% | $3,740-12.1% |
| Admin fee / account holder | $817 | $6,053-86.5% | $9,309-91.2% | $5,306-84.6% |