Filed February 11, 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 | $58,074 | $167,484-65.3% | $151,611-61.7% | $134,475-56.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.58% | 7.80%-21.4pp | 3.33%-16.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,591 | $6,829-47.4% | $6,166-41.8% | $4,740-24.2% |
| Participant deferral / active EE | $5,367 | $8,986-40.3% | $8,363-35.8% | $6,400-16.1% |
| Admin fee / account holder | $571 | $13,783-95.9% | $11,616-95.1% | $11,426-95.0% |