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 | $209,032 | $69,515+200.7% | $86,874+140.6% | $85,850+143.5% |
| Participation rate | 98.6% | 66.3%+32.2pp | 71.6%+26.9pp | 69.3%+29.3pp |
| Annual return | 12.06% | 20.12%-8.1pp | 63.52%-51.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $6,521 | $1,880+246.8% | $2,495+161.3% | $2,565+154.2% |
| Participant deferral / active EE | $7,281 | $2,919+149.4% | $3,699+96.8% | $3,952+84.3% |
| Admin fee / account holder | $8,780 | $5,972+47.0% | $5,828+50.7% | $6,260+40.3% |