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 | $95,803+59.9% | $113,168+35.3% | $84,808+80.6% |
| Participation rate | 80.6% | 72.9%+7.7pp | 76.6%+4.0pp | 68.3%+12.2pp |
| Annual return | 14.52% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,128 | $2,360-52.2% | $2,975-62.1% | $2,631-57.1% |
| Participant deferral / active EE | $4,201 | $4,242-1.0% | $5,107-17.7% | $4,212-0.3% |
| Admin fee / account holder | $16,576 | $8,989+84.4% | $12,068+37.4% | $7,344+125.7% |