Filed March 4, 2011 (most recent of 3 filings on file)
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 | $136,950 | $100,041+36.9% | $149,718-8.5% | $70,131+95.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.80% | 27.43%-6.6pp | 1501.63%-1480.8pp | 73.14%-52.3pp |
| Employer contribution / active EE | $8,208 | $3,662+124.2% | $5,445+50.7% | $2,342+250.4% |
| Participant deferral / active EE | $2,606 | $4,983-47.7% | $6,569-60.3% | $3,332-21.8% |
| Admin fee / account holder | $9,936 | $8,286+19.9% | $11,283-11.9% | $4,645+113.9% |