Filed March 27, 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 | $83,183 | $76,552+8.7% | $123,892-32.9% | $62,891+32.3% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 5.88% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,278 | $2,883-21.0% | $4,617-50.7% | $2,281-0.1% |
| Participant deferral / active EE | $2,499 | $4,840-48.4% | $5,984-58.2% | $3,203-22.0% |
| Admin fee / account holder | $3,446 | $4,826-28.6% | $8,357-58.8% | $4,296-19.8% |