Filed November 7, 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 | $94,264 | $56,897+65.7% | $84,750+11.2% | $62,891+49.9% |
| Participation rate | 81.0% | 68.5%+12.4pp | 76.6%+4.4pp | 69.3%+11.6pp |
| Annual return | 10.55% | 6.30%+4.2pp | 22.78%-12.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,624 | $2,400+9.4% | $3,574-26.6% | $2,281+15.1% |
| Participant deferral / active EE | $5,329 | $2,709+96.7% | $3,712+43.6% | $3,203+66.4% |
| Admin fee / account holder | $11,530 | $3,581+222.0% | $5,332+116.2% | $4,296+168.4% |