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 | $178,662 | $125,758+42.1% | $169,993+5.1% | $75,163+137.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.09% | 27.20%-5.1pp | 53.37%-31.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $9,472 | $4,615+105.3% | $6,785+39.6% | $2,670+254.8% |
| Participant deferral / active EE | $4,536 | $6,837-33.7% | $10,408-56.4% | $4,125+10.0% |
| Admin fee / account holder | $5,934 | $8,173-27.4% | $12,815-53.7% | $5,651+5.0% |