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 | $72,179 | $58,208+24.0% | $81,812-11.8% | $80,856-10.7% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 16.10% | 41.66%-25.6pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $9,407 | $2,340+302.0% | $2,912+223.0% | $2,755+241.5% |
| Participant deferral / active EE | $8,230 | $3,281+150.8% | $4,319+90.6% | $4,296+91.6% |
| Admin fee / account holder | $2,687 | $4,981-46.1% | $7,386-63.6% | $6,918-61.2% |