Filed December 23, 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 | $17,282 | $49,177-64.9% | $79,464-78.3% | $64,186-73.1% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.6%+17.9pp |
| Annual return | -4.86% | -1.16%-3.7pp | 718.14%-723.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,010 | $2,076-51.4% | $2,800-63.9% | $2,381-57.6% |
| Participant deferral / active EE | $2,392 | $2,821-15.2% | $3,704-35.4% | $3,470-31.1% |
| Admin fee / account holder | $531 | $3,839-86.2% | $5,113-89.6% | $4,888-89.1% |