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 | $208,268 | $70,669+194.7% | $169,368+23.0% | $75,163+177.1% |
| Participation rate | 93.9% | 64.8%+29.1pp | 77.1%+16.8pp | 67.2%+26.7pp |
| Annual return | 30.98% | 36.36%-5.4pp | 405.60%-374.6pp | 160.62%-129.6pp |
| Employer contribution / active EE | $1,915 | $2,211-13.4% | $4,013-52.3% | $2,670-28.3% |
| Participant deferral / active EE | $11,663 | $4,311+170.6% | $6,221+87.5% | $4,125+182.7% |
| Admin fee / account holder | $13,868 | $5,402+156.7% | $9,003+54.0% | $5,651+145.4% |