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 | $68,924 | $51,708+33.3% | $106,619-35.4% | $62,891+9.6% |
| Participation rate | 70.9% | 66.9%+4.1pp | 78.0%-7.1pp | 69.3%+1.6pp |
| Annual return | 31.61% | 4.69%+26.9pp | 9.42%+22.2pp | 20.14%+11.5pp |
| Employer contribution / active EE | $1,681 | $1,764-4.7% | $3,947-57.4% | $2,281-26.3% |
| Participant deferral / active EE | $3,495 | $2,315+50.9% | $3,930-11.1% | $3,203+9.1% |
| Admin fee / account holder | $5,791 | $3,349+72.9% | $6,418-9.8% | $4,296+34.8% |