Filed February 11, 2011
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 | $89,428 | $54,350+64.5% | $82,719+8.1% | $68,494+30.6% |
| Participation rate | 95.2% | 63.9%+31.3pp | 72.6%+22.7pp | 67.9%+27.3pp |
| Annual return | -12.82% | -13.67%+0.9pp | 701.18%-714.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,174 | $2,218+88.2% | $3,009+38.7% | $2,596+60.8% |
| Participant deferral / active EE | $6,438 | $3,246+98.3% | $4,395+46.5% | $4,027+59.9% |
| Admin fee / account holder | $31,339 | $4,395+613.0% | $5,329+488.1% | $5,403+480.1% |