Filed September 26, 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 | $115,497 | $148,978-22.5% | $200,582-42.4% | $84,808+36.2% |
| Participation rate | 73.3% | 84.2%-10.9pp | 86.9%-13.6pp | 68.3%+5.0pp |
| Annual return | 16.45% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,460 | $4,815-48.9% | $6,419-61.7% | $2,631-6.5% |
| Participant deferral / active EE | $6,676 | $7,142-6.5% | $9,331-28.5% | $4,212+58.5% |
| Admin fee / account holder | $9,462 | $13,977-32.3% | $16,305-42.0% | $7,344+28.8% |