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 | $33,167 | $46,674-28.9% | $117,472-71.8% | $68,494-51.6% |
| Participation rate | 75.0% | 56.8%+18.2pp | 70.6%+4.4pp | 67.9%+7.1pp |
| Annual return | -16.99% | -14.52%-2.5pp | 29.74%-46.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,663 | $1,505+10.5% | $4,176-60.2% | $2,596-35.9% |
| Participant deferral / active EE | $3,108 | $2,636+17.9% | $4,070-23.6% | $4,027-22.8% |
| Admin fee / account holder | $952 | $4,020-76.3% | $5,645-83.1% | $5,403-82.4% |