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 | $160,581 | $54,229+196.1% | $70,092+129.1% | $68,494+134.4% |
| Participation rate | 98.4% | 64.5%+33.9pp | 70.5%+27.9pp | 67.9%+30.5pp |
| Annual return | -13.87% | -13.87%0pp | 190.73%-204.6pp | -7.84%-6.0pp |
| Employer contribution / active EE | $6,618 | $2,018+227.9% | $2,559+158.6% | $2,596+154.9% |
| Participant deferral / active EE | $6,813 | $2,956+130.5% | $3,849+77.0% | $4,027+69.2% |
| Admin fee / account holder | $49,396 | $4,694+952.3% | $6,267+688.2% | $5,403+814.3% |