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 | $174,069 | $53,822+223.4% | $75,696+130.0% | $85,850+102.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 17.03% | 24.54%-7.5pp | 104.53%-87.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $4,606 | $2,017+128.4% | $2,743+67.9% | $2,565+79.6% |
| Participant deferral / active EE | $9,849 | $2,895+240.2% | $3,821+157.7% | $3,952+149.2% |
| Admin fee / account holder | $6,420 | $3,343+92.1% | $3,619+77.4% | $6,260+2.6% |