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 | $38,271 | $102,317-62.6% | $146,958-74.0% | $80,856-52.7% |
| Participation rate | 72.3% | 75.8%-3.5pp | 82.2%-9.8pp | 67.6%+4.7pp |
| Annual return | 15.95% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,934 | $3,713-47.9% | $4,933-60.8% | $2,755-29.8% |
| Participant deferral / active EE | $3,362 | $6,644-49.4% | $8,070-58.3% | $4,296-21.7% |
| Admin fee / account holder | $357 | $7,941-95.5% | $12,998-97.3% | $6,918-94.8% |