Filed December 2, 2011 (most recent of 3 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 | $119,429 | $45,073+165.0% | $69,455+72.0% | $72,985+63.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 25.54% | 22.65%+2.9pp | 28.97%-3.4pp | 81.00%-55.5pp |
| Employer contribution / active EE | $5,022 | $2,054+144.5% | $2,779+80.7% | $2,440+105.8% |
| Participant deferral / active EE | $7,575 | $2,602+191.2% | $3,535+114.3% | $3,607+110.0% |
| Admin fee / account holder | $8,382 | $3,056+174.3% | $3,839+118.3% | $5,124+63.6% |