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 | $41,941 | $109,359-61.6% | $162,163-74.1% | $72,985-42.5% |
| Participation rate | 98.9% | 84.3%+14.7pp | 87.6%+11.4pp | 69.5%+29.4pp |
| Annual return | 26.11% | 25.46%+0.7pp | 115.59%-89.5pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,729 | $3,907-55.7% | $5,614-69.2% | $2,440-29.1% |
| Participant deferral / active EE | $3,809 | $5,481-30.5% | $7,298-47.8% | $3,607+5.6% |
| Admin fee / account holder | $5,032 | $7,972-36.9% | $10,843-53.6% | $5,124-1.8% |