Filed September 28, 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 | $111,029 | $60,124+84.7% | $90,404+22.8% | $79,858+39.0% |
| Participation rate | 95.0% | 65.0%+30.0pp | 72.7%+22.3pp | 69.6%+25.4pp |
| Annual return | 14.07% | 71.94%-57.9pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $14,379 | $2,068+595.4% | $3,262+340.8% | $2,471+482.0% |
| Participant deferral / active EE | $6,665 | $2,938+126.8% | $3,963+68.2% | $3,740+78.2% |
| Admin fee / account holder | $9,612 | $3,976+141.7% | $5,611+71.3% | $5,306+81.1% |