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 | $38,243 | $49,173-22.2% | $121,098-68.4% | $75,163-49.1% |
| Participation rate | 91.7% | 55.4%+36.3pp | 69.5%+22.2pp | 67.2%+24.5pp |
| Annual return | 14.54% | 55.99%-41.5pp | 985.75%-971.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,238 | $1,546-19.9% | $4,164-70.3% | $2,670-53.6% |
| Participant deferral / active EE | $3,625 | $2,628+38.0% | $4,080-11.1% | $4,125-12.1% |
| Admin fee / account holder | $1,175 | $3,942-70.2% | $5,644-79.2% | $5,651-79.2% |