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 | $53,581 | $57,281-6.5% | $86,612-38.1% | $75,163-28.7% |
| Participation rate | 96.6% | 63.2%+33.4pp | 71.7%+24.9pp | 67.2%+29.4pp |
| Annual return | 22.90% | 2670.75%-2647.8pp | 591.07%-568.2pp | 160.62%-137.7pp |
| Employer contribution / active EE | $8,800 | $2,314+280.2% | $3,022+191.2% | $2,670+229.6% |
| Participant deferral / active EE | $7,940 | $3,318+139.3% | $4,438+78.9% | $4,125+92.5% |
| Admin fee / account holder | $3,553 | $4,112-13.6% | $5,614-36.7% | $5,651-37.1% |