Filed April 5, 2011 (most recent of 3 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 | $79,001 | $138,347-42.9% | $184,203-57.1% | $80,856-2.3% |
| Participation rate | 87.9% | 83.9%+4.0pp | 86.8%+1.1pp | 67.6%+20.2pp |
| Annual return | 14.49% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,688 | $4,850-44.6% | $6,427-58.2% | $2,755-2.4% |
| Participant deferral / active EE | $3,677 | $7,071-48.0% | $9,131-59.7% | $4,296-14.4% |
| Admin fee / account holder | $1,401 | $10,483-86.6% | $13,901-89.9% | $6,918-79.7% |