Filed April 17, 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 | $28,022 | $99,032-71.7% | $80,019-65.0% | $135,375-79.3% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -0.31% | 15.39%-15.7pp | 11.22%-11.5pp | 519.73%-520.0pp |
| Employer contribution / active EE | $1,458 | $3,043-52.1% | $2,468-40.9% | $4,779-69.5% |
| Participant deferral / active EE | $2,503 | $4,282-41.5% | $3,686-32.1% | $5,609-55.4% |
| Admin fee / account holder | $406 | $10,436-96.1% | $6,521-93.8% | $10,827-96.2% |