Filed May 9, 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 | $153,152 | $95,453+60.4% | $112,040+36.7% | $82,448+85.8% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.5%+4.1pp | 68.1%+12.5pp |
| Annual return | 14.52% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,128 | $2,318-51.3% | $2,954-61.8% | $2,551-55.8% |
| Participant deferral / active EE | $4,201 | $4,224-0.5% | $5,098-17.6% | $4,139+1.5% |
| Admin fee / account holder | $16,576 | $9,013+83.9% | $12,098+37.0% | $7,234+129.1% |