Filed December 14, 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 | $97,486 | $109,881-11.3% | $150,045-35.0% | $84,808+15.0% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 17.47% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,196 | $3,561-38.3% | $4,693-53.2% | $2,631-16.6% |
| Participant deferral / active EE | $6,121 | $6,636-7.8% | $7,997-23.5% | $4,212+45.3% |
| Admin fee / account holder | $13,386 | $8,568+56.2% | $13,435-0.4% | $7,344+82.3% |