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 | $70,668 | $95,416-25.9% | $185,823-62.0% | $85,850-17.7% |
| Participation rate | 85.0% | 68.8%+16.2pp | 81.7%+3.3pp | 69.3%+15.7pp |
| Annual return | 13.57% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $766 | $3,314-76.9% | $5,167-85.2% | $2,565-70.2% |
| Participant deferral / active EE | $3,485 | $3,423+1.8% | $5,568-37.4% | $3,952-11.8% |
| Admin fee / account holder | $13,171 | $7,213+82.6% | $16,237-18.9% | $6,260+110.4% |