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 | $249,511 | $88,370+182.3% | $112,977+120.9% | $79,858+212.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 17.93% | 23.16%-5.2pp | 24.24%-6.3pp | 31.71%-13.8pp |
| Employer contribution / active EE | $8,835 | $3,398+160.0% | $4,255+107.7% | $2,471+257.6% |
| Participant deferral / active EE | $8,057 | $4,536+77.6% | $5,836+38.1% | $3,740+115.4% |
| Admin fee / account holder | $29,735 | $5,750+417.1% | $6,294+372.4% | $5,306+460.4% |