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 | $204,886 | $105,126+94.9% | $94,646+116.5% | $139,434+46.9% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 25.59% | 38.03%-12.4pp | 156.71%-131.1pp | 372.94%-347.4pp |
| Employer contribution / active EE | $3,218 | $4,106-21.6% | $3,672-12.4% | $4,751-32.3% |
| Participant deferral / active EE | $9,028 | $7,599+18.8% | $7,418+21.7% | $6,710+34.5% |
| Admin fee / account holder | $1,417 | $8,984-84.2% | $7,231-80.4% | $11,403-87.6% |