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 | $37,877 | $87,733-56.8% | $106,548-64.5% | $85,850-55.9% |
| Participation rate | 88.5% | 71.9%+16.5pp | 76.1%+12.3pp | 69.3%+19.1pp |
| Annual return | 27.26% | 21.86%+5.4pp | 26.80%+0.5pp | 318.53%-291.3pp |
| Employer contribution / active EE | $1,596 | $2,073-23.0% | $2,819-43.4% | $2,565-37.8% |
| Participant deferral / active EE | $2,034 | $3,469-41.4% | $4,398-53.8% | $3,952-48.5% |
| Admin fee / account holder | $329 | $6,767-95.1% | $7,407-95.6% | $6,260-94.7% |