Filed April 29, 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 | $152,029 | $124,185+22.4% | $108,410+40.2% | $167,490-9.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.10% | 1379.64%-1366.5pp | 905.27%-892.2pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,788 | $4,187-33.4% | $3,558-21.7% | $4,837-42.4% |
| Participant deferral / active EE | $6,027 | $6,908-12.8% | $6,563-8.2% | $6,341-5.0% |
| Admin fee / account holder | $964 | $9,455-89.8% | $7,295-86.8% | $12,309-92.2% |