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 | $50,427 | $93,571-46.1% | $135,903-62.9% | $75,163-32.9% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 18.65% | 30.90%-12.2pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,626 | $3,537-25.7% | $4,856-45.9% | $2,670-1.6% |
| Participant deferral / active EE | $3,359 | $6,404-47.5% | $7,758-56.7% | $4,125-18.6% |
| Admin fee / account holder | $7,324 | $6,975+5.0% | $10,762-31.9% | $5,651+29.6% |