Filed December 19, 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 | $81,485 | $159,934-49.1% | $147,005-44.6% | $145,959-44.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.80% | 98.24%-83.4pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,509 | $5,287-52.5% | $4,934-49.1% | $4,661-46.2% |
| Participant deferral / active EE | $6,875 | $8,427-18.4% | $8,070-14.8% | $6,689+2.8% |
| Admin fee / account holder | $15,354 | $15,053+2.0% | $13,006+18.1% | $13,398+14.6% |