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 | $148,959 | $49,227+202.6% | $70,449+111.4% | $79,858+86.5% |
| Participation rate | 97.7% | 69.2%+28.6pp | 75.1%+22.7pp | 69.6%+28.1pp |
| Annual return | 16.34% | 30.06%-13.7pp | 109.03%-92.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $6,522 | $2,099+210.7% | $2,737+138.3% | $2,471+164.0% |
| Participant deferral / active EE | $9,981 | $2,768+260.6% | $3,709+169.1% | $3,740+166.9% |
| Admin fee / account holder | $9,444 | $2,878+228.1% | $3,845+145.6% | $5,306+78.0% |