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 | $41,379 | $65,409-36.7% | $98,442-58.0% | $85,850-51.8% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.3%+18.2pp |
| Annual return | 15.69% | 21.76%-6.1pp | 1492.73%-1477.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $6,997 | $2,168+222.8% | $2,960+136.4% | $2,565+172.8% |
| Participant deferral / active EE | $5,944 | $3,166+87.7% | $4,276+39.0% | $3,952+50.4% |
| Admin fee / account holder | $3,650 | $4,593-20.5% | $5,949-38.7% | $6,260-41.7% |