Filed December 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 | $25,085 | $76,000-67.0% | $154,107-83.7% | $64,186-60.9% |
| Participation rate | 89.1% | 70.4%+18.7pp | 83.0%+6.1pp | 69.6%+19.5pp |
| Annual return | -6.94% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $974 | $3,351-70.9% | $5,298-81.6% | $2,381-59.1% |
| Participant deferral / active EE | $1,848 | $3,175-41.8% | $5,081-63.6% | $3,470-46.7% |
| Admin fee / account holder | $4,182 | $5,596-25.3% | $13,411-68.8% | $4,888-14.5% |