Filed December 2, 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 | $225,879 | $88,751+154.5% | $81,812+176.1% | $145,922+54.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 10.51% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $11,401 | $3,083+269.8% | $2,912+291.5% | $4,660+144.7% |
| Participant deferral / active EE | $11,691 | $4,643+151.8% | $4,319+170.7% | $6,688+74.8% |
| Admin fee / account holder | $211,002 | $8,415+2407.3% | $7,386+2756.8% | $13,397+1475.0% |