Filed April 4, 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 | $62,166 | $85,202-27.0% | $172,739-64.0% | $72,985-14.8% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.6%+15.3pp | 69.5%+28.5pp |
| Annual return | 22.72% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,769 | $3,324-46.8% | $5,143-65.6% | $2,440-27.5% |
| Participant deferral / active EE | $2,769 | $3,260-15.1% | $5,198-46.7% | $3,607-23.3% |
| Admin fee / account holder | $3,353 | $5,884-43.0% | $13,954-76.0% | $5,124-34.6% |