Filed February 23, 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 | $194,831 | $58,927+230.6% | $76,817+153.6% | $72,985+166.9% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.97% | 2305.64%-2287.7pp | 1166.11%-1148.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $5,654 | $1,787+216.4% | $2,302+145.6% | $2,440+131.7% |
| Participant deferral / active EE | $6,381 | $2,690+137.2% | $3,336+91.3% | $3,607+76.9% |
| Admin fee / account holder | $48,074 | $4,013+1098.0% | $6,420+648.8% | $5,124+838.1% |