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 | $91,964 | $57,354+60.3% | $83,848+9.7% | $64,186+43.3% |
| Participation rate | 86.9% | 68.6%+18.3pp | 76.1%+10.7pp | 69.6%+17.3pp |
| Annual return | 10.61% | 11.38%-0.8pp | 850.88%-840.3pp | 7.63%+3.0pp |
| Employer contribution / active EE | $2,524 | $2,545-0.8% | $3,631-30.5% | $2,381+6.0% |
| Participant deferral / active EE | $4,977 | $2,993+66.3% | $4,082+21.9% | $3,470+43.4% |
| Admin fee / account holder | $5,731 | $4,046+41.7% | $5,478+4.6% | $4,888+17.3% |