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 | $196,580 | $106,584+84.4% | $101,326+94.0% | $142,382+38.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.14% | 36.93%-13.8pp | 36.82%-13.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,116 | $3,956+4.0% | $3,665+12.3% | $4,299-4.3% |
| Participant deferral / active EE | $11,434 | $8,297+37.8% | $7,994+43.0% | $6,507+75.7% |
| Admin fee / account holder | $16,655 | $11,446+45.5% | $11,185+48.9% | $12,624+31.9% |