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 | $195,718 | $53,596+265.2% | $90,645+115.9% | $64,186+204.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 9.24% | 4.41%+4.8pp | 1.88%+7.4pp | 7.63%+1.6pp |
| Employer contribution / active EE | $12,819 | $1,503+752.9% | $2,532+406.3% | $2,381+438.4% |
| Participant deferral / active EE | $3,155 | $2,459+28.3% | $3,425-7.9% | $3,470-9.1% |
| Admin fee / account holder | $3,074 | $3,868-20.5% | $4,994-38.5% | $4,888-37.1% |