Filed December 19, 2011 (most recent of 2 filings on file)
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 | $128,706 | $48,076+167.7% | $78,689+63.6% | $62,891+104.6% |
| Participation rate | 70.4% | 65.2%+5.2pp | 73.6%-3.1pp | 69.3%+1.1pp |
| Annual return | 9.23% | 31.35%-22.1pp | 62.18%-52.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,744 | $2,015+85.8% | $2,851+31.3% | $2,281+64.1% |
| Participant deferral / active EE | $6,706 | $2,588+159.2% | $3,517+90.7% | $3,203+109.4% |
| Admin fee / account holder | $10,745 | $3,207+235.0% | $4,510+138.2% | $4,296+150.1% |