Filed June 20, 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 | $65,237 | $201,259-67.6% | $184,200-64.6% | $145,959-55.3% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 18.15% | 28.98%-10.8pp | 28.80%-10.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $2,486 | $7,018-64.6% | $6,424-61.3% | $4,661-46.7% |
| Participant deferral / active EE | $5,447 | $9,806-44.5% | $9,132-40.4% | $6,689-18.6% |
| Admin fee / account holder | $2,948 | $16,372-82.0% | $13,907-78.8% | $13,398-78.0% |