Filed December 2, 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 | $36,925 | $48,570-24.0% | $130,648-71.7% | $72,985-49.4% |
| Participation rate | 94.3% | 58.6%+35.8pp | 71.7%+22.6pp | 69.5%+24.9pp |
| Annual return | 23.30% | 38.63%-15.3pp | 1708.96%-1685.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $935 | $1,334-29.9% | $4,092-77.1% | $2,440-61.7% |
| Participant deferral / active EE | $2,830 | $2,384+18.7% | $3,603-21.5% | $3,607-21.6% |
| Admin fee / account holder | $1,049 | $3,549-70.5% | $5,464-80.8% | $5,124-79.5% |