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 | $83,807 | $148,978-43.7% | $200,582-58.2% | $84,808-1.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.10% | 28.16%-7.1pp | 42.33%-21.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $5,726 | $4,815+18.9% | $6,419-10.8% | $2,631+117.6% |
| Participant deferral / active EE | $7,164 | $7,142+0.3% | $9,331-23.2% | $4,212+70.1% |
| Admin fee / account holder | $2,714 | $13,977-80.6% | $16,305-83.4% | $7,344-63.0% |