Filed January 4, 2011 (most recent of 5 filings on file)
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 | $243,811 | $79,449+206.9% | $189,557+28.6% | $85,850+184.0% |
| Participation rate | 88.0% | 66.0%+22.0pp | 78.4%+9.6pp | 69.3%+18.7pp |
| Annual return | 20.90% | 18.45%+2.5pp | 64.17%-43.3pp | 318.53%-297.6pp |
| Employer contribution / active EE | $1,827 | $2,081-12.2% | $4,412-58.6% | $2,565-28.8% |
| Participant deferral / active EE | $11,129 | $4,051+174.7% | $6,174+80.3% | $3,952+181.6% |
| Admin fee / account holder | $51,991 | $5,377+866.9% | $9,807+430.1% | $6,260+730.5% |