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 | $208,555 | $77,314+169.8% | $177,989+17.2% | $80,856+157.9% |
| Participation rate | 94.1% | 65.7%+28.4pp | 77.1%+17.0pp | 67.6%+26.5pp |
| Annual return | 16.80% | 18.09%-1.3pp | 294.48%-277.7pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,322 | $2,292+1.3% | $3,949-41.2% | $2,755-15.7% |
| Participant deferral / active EE | $12,431 | $4,411+181.8% | $6,276+98.1% | $4,296+189.4% |
| Admin fee / account holder | $30,155 | $7,191+319.4% | $10,363+191.0% | $6,918+335.9% |