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 | $29,288 | $60,124-51.3% | $90,404-67.6% | $79,858-63.3% |
| Participation rate | 94.6% | 65.0%+29.7pp | 72.7%+22.0pp | 69.6%+25.0pp |
| Annual return | 14.15% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,790 | $2,068+180.0% | $3,262+77.5% | $2,471+134.4% |
| Participant deferral / active EE | $5,994 | $2,938+104.0% | $3,963+51.2% | $3,740+60.3% |
| Admin fee / account holder | $5,838 | $3,976+46.8% | $5,611+4.0% | $5,306+10.0% |