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 | $38,634 | $105,181-63.3% | $159,436-75.8% | $85,850-55.0% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.8%+8.5pp | 69.3%+22.0pp |
| Annual return | 20.57% | 45.07%-24.5pp | 263.57%-243.0pp | 318.53%-298.0pp |
| Employer contribution / active EE | $2,302 | $3,318-30.6% | $4,829-52.3% | $2,565-10.3% |
| Participant deferral / active EE | $3,932 | $5,945-33.9% | $7,352-46.5% | $3,952-0.5% |
| Admin fee / account holder | $2,076 | $6,933-70.1% | $10,799-80.8% | $6,260-66.8% |