Filed April 6, 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 | $243,973 | $65,082+274.9% | $81,367+199.8% | $59,632+309.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 1.57% | 1.16%+0.4pp | -0.92%+2.5pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $8,255 | $2,934+181.4% | $3,930+110.1% | $2,203+274.8% |
| Participant deferral / active EE | $6,966 | $4,083+70.6% | $5,383+29.4% | $3,192+118.3% |
| Admin fee / account holder | $12,983 | $7,582+71.2% | $8,926+45.5% | $4,297+202.1% |