Filed January 19, 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 | $117,860 | $73,867+59.6% | $143,757-18.0% | $68,494+72.1% |
| Participation rate | 80.6% | 66.7%+14.0pp | 80.3%+0.3pp | 67.9%+12.8pp |
| Annual return | -12.57% | 1.01%-13.6pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,388 | $3,184-25.0% | $4,951-51.8% | $2,596-8.0% |
| Participant deferral / active EE | $4,365 | $3,384+29.0% | $5,637-22.6% | $4,027+8.4% |
| Admin fee / account holder | $12,047 | $5,755+109.3% | $14,673-17.9% | $5,403+123.0% |