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 | $30,535 | $82,664-63.1% | $125,339-75.6% | $68,494-55.4% |
| Participation rate | 75.6% | 75.0%+0.5pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,072 | $3,381-38.7% | $4,814-57.0% | $2,596-20.2% |
| Participant deferral / active EE | $3,079 | $6,110-49.6% | $7,446-58.7% | $4,027-23.6% |
| Admin fee / account holder | $1,167 | $6,275-81.4% | $10,010-88.3% | $5,403-78.4% |