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 | $224,819 | $81,947+174.3% | $105,387+113.3% | $72,985+208.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.39% | 42.90%-17.5pp | 26.82%-1.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $8,634 | $3,468+149.0% | $4,213+104.9% | $2,440+253.9% |
| Participant deferral / active EE | $8,278 | $4,494+84.2% | $5,502+50.4% | $3,607+129.5% |
| Admin fee / account holder | $96,278 | $6,258+1438.5% | $6,559+1368.0% | $5,124+1778.8% |