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 | $167,660 | $99,640+68.3% | $86,436+94.0% | $134,475+24.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.91% | 6782.58%-6798.5pp | 4394.89%-4410.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,468 | $4,400-21.2% | $3,769-8.0% | $4,740-26.8% |
| Participant deferral / active EE | $8,315 | $7,246+14.7% | $6,952+19.6% | $6,400+29.9% |
| Admin fee / account holder | $6,932 | $8,371-17.2% | $6,731+3.0% | $11,426-39.3% |