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 | $189,991 | $138,385+37.3% | $184,200+3.1% | $80,874+134.9% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.1pp | 67.6%+10.1pp |
| Annual return | 14.74% | 20.02%-5.3pp | 28.80%-14.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,741 | $4,849-43.5% | $6,424-57.3% | $2,756-0.5% |
| Participant deferral / active EE | $6,990 | $7,073-1.2% | $9,132-23.5% | $4,297+62.7% |
| Admin fee / account holder | $14,207 | $10,483+35.5% | $13,907+2.2% | $6,935+104.9% |