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 | $93,149 | $58,208+60.0% | $81,812+13.9% | $80,856+15.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.51% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,656 | $2,340+141.7% | $2,912+94.2% | $2,755+105.3% |
| Participant deferral / active EE | $7,668 | $3,281+133.7% | $4,319+77.6% | $4,296+78.5% |
| Admin fee / account holder | $29,610 | $4,981+494.4% | $7,386+300.9% | $6,918+328.0% |