Filed July 6, 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 | $132,835 | $165,984-20.0% | $164,813-19.4% | $145,922-9.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.96% | 100.03%-74.1pp | 69.93%-44.0pp | 561.29%-535.3pp |
| Employer contribution / active EE | $7,712 | $5,273+46.3% | $4,341+77.7% | $4,660+65.5% |
| Participant deferral / active EE | $12,696 | $6,959+82.4% | $6,031+110.5% | $6,688+89.8% |
| Admin fee / account holder | $2,668 | $16,648-84.0% | $12,690-79.0% | $13,397-80.1% |