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 | $151,738 | $109,359+38.8% | $162,163-6.4% | $72,985+107.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.31% | 25.46%-3.1pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $8,579 | $3,907+119.6% | $5,614+52.8% | $2,440+251.6% |
| Participant deferral / active EE | $3,079 | $5,481-43.8% | $7,298-57.8% | $3,607-14.7% |
| Admin fee / account holder | $15,830 | $7,972+98.6% | $10,843+46.0% | $5,124+208.9% |