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 | $201,272-67.6% | $184,203-64.6% | $145,922-55.3% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 18.15% | 29.00%-10.8pp | 28.81%-10.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,486 | $7,022-64.6% | $6,427-61.3% | $4,660-46.7% |
| Participant deferral / active EE | $5,447 | $9,806-44.4% | $9,131-40.3% | $6,688-18.5% |
| Admin fee / account holder | $2,948 | $16,364-82.0% | $13,901-78.8% | $13,397-78.0% |