Filed September 27, 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 | $28,020 | $49,177-43.0% | $79,464-64.7% | $64,186-56.3% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.6%+13.8pp |
| Annual return | -7.46% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $6,151 | $2,076+196.2% | $2,800+119.6% | $2,381+158.3% |
| Participant deferral / active EE | $4,386 | $2,821+55.5% | $3,704+18.4% | $3,470+26.4% |
| Admin fee / account holder | $3,725 | $3,839-3.0% | $5,113-27.1% | $4,888-23.8% |