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 | $147,802 | $110,094+34.3% | $151,611-2.5% | $68,494+115.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.23% | -10.12%-8.1pp | 3.33%-21.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $9,319 | $4,471+108.5% | $6,166+51.1% | $2,596+258.9% |
| Participant deferral / active EE | $4,179 | $6,527-36.0% | $8,363-50.0% | $4,027+3.8% |
| Admin fee / account holder | $25,969 | $7,719+236.5% | $11,616+123.6% | $5,403+380.7% |