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 | $233,106 | $68,719+239.2% | $91,541+154.6% | $84,808+174.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.33% | 19.12%-2.8pp | 20.50%-4.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,601 | $1,920+295.9% | $2,505+203.5% | $2,631+188.9% |
| Participant deferral / active EE | $9,111 | $3,136+190.6% | $4,008+127.3% | $4,212+116.3% |
| Admin fee / account holder | $25,836 | $5,786+346.5% | $6,956+271.4% | $7,344+251.8% |