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 | $39,354 | $54,350-27.6% | $82,719-52.4% | $68,494-42.5% |
| Participation rate | 93.2% | 63.9%+29.3pp | 72.6%+20.7pp | 67.9%+25.3pp |
| Annual return | -17.57% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $8,198 | $2,218+269.6% | $3,009+172.5% | $2,596+215.8% |
| Participant deferral / active EE | $7,469 | $3,246+130.1% | $4,395+69.9% | $4,027+85.5% |
| Admin fee / account holder | $2,400 | $4,395-45.4% | $5,329-55.0% | $5,403-55.6% |