Filed November 13, 2011 (most recent of 2 filings on file)
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 | $101,393 | $48,076+110.9% | $78,689+28.9% | $62,891+61.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.51% | 31.35%-22.8pp | 62.18%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $5,748 | $2,015+185.3% | $2,851+101.6% | $2,281+152.0% |
| Participant deferral / active EE | $8,424 | $2,588+225.5% | $3,517+139.5% | $3,203+163.0% |
| Admin fee / account holder | $4,587 | $3,207+43.0% | $4,510+1.7% | $4,296+6.8% |