Filed August 31, 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 | $45,925 | $65,685-30.1% | $57,179-19.7% | $273,961-83.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.53% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-35.9pp |
| Employer contribution / active EE | $908 | $3,279-72.3% | $2,682-66.1% | $4,869-81.3% |
| Participant deferral / active EE | $1,851 | $3,782-51.1% | $3,096-40.2% | $5,287-65.0% |
| Admin fee / account holder | $4,603 | $4,835-4.8% | $3,139+46.6% | $10,132-54.6% |