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 | $218,733 | $57,541+280.1% | $95,745+128.5% | $75,163+191.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.68% | 34.93%-18.3pp | 28.35%-11.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $11,281 | $1,808+524.0% | $2,835+298.0% | $2,670+322.5% |
| Participant deferral / active EE | $4,308 | $3,074+40.2% | $4,245+1.5% | $4,125+4.4% |
| Admin fee / account holder | $8,152 | $4,099+98.9% | $5,678+43.6% | $5,651+44.3% |