Filed April 21, 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 | $86,816 | $48,076+80.6% | $78,689+10.3% | $62,891+38.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 31.14% | 31.35%-0.2pp | 62.18%-31.0pp | 20.14%+11.0pp |
| Employer contribution / active EE | $4,425 | $2,015+119.6% | $2,851+55.2% | $2,281+94.0% |
| Participant deferral / active EE | $5,880 | $2,588+127.2% | $3,517+67.2% | $3,203+83.6% |
| Admin fee / account holder | $3,787 | $3,207+18.1% | $4,510-16.0% | $4,296-11.8% |