Filed August 18, 2011 (most recent of 4 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 | $77,682 | $94,529-17.8% | $140,016-44.5% | $64,186+21.0% |
| Participation rate | 96.8% | 84.1%+12.7pp | 87.5%+9.3pp | 69.6%+27.2pp |
| Annual return | -3.70% | 7.77%-11.5pp | 651.12%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,848 | $3,812-25.3% | $5,606-49.2% | $2,381+19.6% |
| Participant deferral / active EE | $3,633 | $5,250-30.8% | $6,927-47.6% | $3,470+4.7% |
| Admin fee / account holder | $12,363 | $6,741+83.4% | $10,705+15.5% | $4,888+152.9% |