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 | $244,282 | $71,480+241.7% | $90,782+169.1% | $64,186+280.6% |
| Participation rate | 99.0% | 77.6%+21.4pp | 82.7%+16.3pp | 69.6%+29.4pp |
| Annual return | -2.38% | -4.25%+1.9pp | -3.42%+1.0pp | 7.63%-10.0pp |
| Employer contribution / active EE | $8,689 | $3,415+154.4% | $4,105+111.6% | $2,381+264.9% |
| Participant deferral / active EE | $7,925 | $4,302+84.2% | $5,366+47.7% | $3,470+128.4% |
| Admin fee / account holder | $33,120 | $6,309+425.0% | $5,908+460.6% | $4,888+577.6% |