Filed June 23, 2011 (most recent of 2 filings on file)
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 | $76,538 | $110,094-30.5% | $151,611-49.5% | $68,494+11.7% |
| Participation rate | 94.1% | 84.0%+10.2pp | 87.5%+6.6pp | 67.9%+26.2pp |
| Annual return | -14.99% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,286 | $4,471-48.9% | $6,166-62.9% | $2,596-11.9% |
| Participant deferral / active EE | $3,151 | $6,527-51.7% | $8,363-62.3% | $4,027-21.8% |
| Admin fee / account holder | $1,340 | $7,719-82.6% | $11,616-88.5% | $5,403-75.2% |