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 | $156,500 | $94,031+66.4% | $115,768+35.2% | $82,448+89.8% |
| Participation rate | 98.3% | 70.4%+27.9pp | 74.4%+23.9pp | 68.1%+30.3pp |
| Annual return | 14.75% | 20.61%-5.9pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $17,295 | $2,323+644.4% | $2,940+488.3% | $2,551+578.0% |
| Participant deferral / active EE | $3,140 | $3,972-20.9% | $4,917-36.1% | $4,139-24.1% |
| Admin fee / account holder | $12,837 | $10,249+25.2% | $12,439+3.2% | $7,234+77.4% |