Filed April 3, 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 | $79,055 | $148,978-46.9% | $200,582-60.6% | $84,808-6.8% |
| Participation rate | 81.8% | 84.2%-2.4pp | 86.9%-5.1pp | 68.3%+13.5pp |
| Annual return | 15.84% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,329 | $4,815-51.6% | $6,419-63.7% | $2,631-11.5% |
| Participant deferral / active EE | $5,244 | $7,142-26.6% | $9,331-43.8% | $4,212+24.5% |
| Admin fee / account holder | $13,649 | $13,977-2.3% | $16,305-16.3% | $7,344+85.9% |