Filed March 23, 2011 (most recent of 3 filings on file)
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 | $73,503 | $171,865-57.2% | $149,718-50.9% | $147,584-50.2% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 18.42% | 2113.22%-2094.8pp | 1501.63%-1483.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,930 | $6,275-69.3% | $5,445-64.6% | $4,876-60.4% |
| Participant deferral / active EE | $3,326 | $7,271-54.3% | $6,569-49.4% | $5,439-38.8% |
| Admin fee / account holder | $1,736 | $13,799-87.4% | $11,283-84.6% | $10,885-84.1% |