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 | $204,545 | $63,861+220.3% | $104,607+95.5% | $79,858+156.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 13.08% | 21.30%-8.2pp | 340.46%-327.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $13,283 | $1,588+736.3% | $2,681+395.5% | $2,471+437.6% |
| Participant deferral / active EE | $3,677 | $2,693+36.5% | $3,740-1.7% | $3,740-1.7% |
| Admin fee / account holder | $745 | $4,185-82.2% | $6,473-88.5% | $5,306-86.0% |