Filed November 7, 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 | $201,236 | $56,110+258.6% | $94,993+111.8% | $70,131+186.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 14.48% | 51.02%-36.5pp | 27.12%-12.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $13,700 | $1,442+849.9% | $2,603+426.2% | $2,342+484.9% |
| Participant deferral / active EE | $3,133 | $2,391+31.0% | $3,317-5.5% | $3,332-6.0% |
| Admin fee / account holder | $540 | $3,456-84.4% | $4,960-89.1% | $4,645-88.4% |