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 | $178,219 | $138,347+28.8% | $184,203-3.2% | $80,856+120.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.56% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $9,779 | $4,850+101.6% | $6,427+52.1% | $2,755+255.0% |
| Participant deferral / active EE | $4,582 | $7,071-35.2% | $9,131-49.8% | $4,296+6.7% |
| Admin fee / account holder | $7,643 | $10,483-27.1% | $13,901-45.0% | $6,918+10.5% |