Filed December 27, 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 | $73,275 | $100,041-26.8% | $149,718-51.1% | $70,131+4.5% |
| Participation rate | 90.4% | 83.6%+6.8pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 21.22% | 27.43%-6.2pp | 1501.63%-1480.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,724 | $3,662-25.6% | $5,445-50.0% | $2,342+16.3% |
| Participant deferral / active EE | $7,896 | $4,983+58.5% | $6,569+20.2% | $3,332+137.0% |
| Admin fee / account holder | $2,256 | $8,286-72.8% | $11,283-80.0% | $4,645-51.4% |