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 | $145,297 | $179,726-19.2% | $156,263-7.0% | $142,382+2.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 13.70% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,568 | $5,069+9.8% | $4,333+28.5% | $4,299+29.5% |
| Participant deferral / active EE | $9,328 | $6,956+34.1% | $6,158+51.5% | $6,507+43.4% |
| Admin fee / account holder | $5,773 | $17,272-66.6% | $14,255-59.5% | $12,624-54.3% |