Filed June 1, 2011 (most recent of 2 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 | $49,487 | $48,076+2.9% | $78,689-37.1% | $62,891-21.3% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | 6.02% | 31.35%-25.3pp | 62.18%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,362 | $2,015+17.3% | $2,851-17.1% | $2,281+3.6% |
| Participant deferral / active EE | $1,706 | $2,588-34.1% | $3,517-51.5% | $3,203-46.7% |
| Admin fee / account holder | $2,960 | $3,207-7.7% | $4,510-34.4% | $4,296-31.1% |