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 | $117,686 | $123,793-4.9% | $177,821-33.8% | $79,858+47.4% |
| Participation rate | 78.0% | 84.7%-6.7pp | 87.7%-9.8pp | 69.6%+8.3pp |
| Annual return | 20.28% | 22.82%-2.5pp | 48.32%-28.0pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,379 | $4,095-41.9% | $5,918-59.8% | $2,471-3.7% |
| Participant deferral / active EE | $7,079 | $5,956+18.8% | $7,714-8.2% | $3,740+89.3% |
| Admin fee / account holder | $8,436 | $7,243+16.5% | $12,427-32.1% | $5,306+59.0% |