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 | $28,949 | $116,175-75.1% | $93,606-69.1% | $152,861-81.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 75.8%+6.0pp | 82.4%-0.6pp |
| Annual return | 12.34% | 35.96%-23.6pp | 32.76%-20.4pp | 345.32%-333.0pp |
| Employer contribution / active EE | $1,966 | $3,218-38.9% | $2,718-27.7% | $4,762-58.7% |
| Participant deferral / active EE | $2,929 | $4,603-36.4% | $4,069-28.0% | $5,850-49.9% |
| Admin fee / account holder | $350 | $10,748-96.7% | $7,888-95.6% | $11,596-97.0% |