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 | $190,033 | $59,101+221.5% | $77,163+146.3% | $75,163+152.8% |
| Participation rate | 96.9% | 63.9%+33.0pp | 69.6%+27.3pp | 67.2%+29.7pp |
| Annual return | 16.03% | 26.71%-10.7pp | 37.87%-21.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $6,697 | $1,995+235.7% | $2,535+164.2% | $2,670+150.8% |
| Participant deferral / active EE | $7,681 | $2,999+156.1% | $3,833+100.4% | $4,125+86.2% |
| Admin fee / account holder | $2,498 | $4,774-47.7% | $5,472-54.3% | $5,651-55.8% |