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 | $96,012 | $183,963-47.8% | $162,163-40.8% | $152,861-37.2% |
| Participation rate | 86.7% | 88.5%-1.8pp | 87.6%-0.9pp | 82.4%+4.2pp |
| Annual return | 22.87% | 150.76%-127.9pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,168 | $6,371-66.0% | $5,614-61.4% | $4,762-54.5% |
| Participant deferral / active EE | $3,851 | $8,034-52.1% | $7,298-47.2% | $5,850-34.2% |
| Admin fee / account holder | $469 | $13,121-96.4% | $10,843-95.7% | $11,596-96.0% |