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 | $138,435 | $42,894+222.7% | $60,874+127.4% | $68,494+102.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.57% | -13.98%-4.6pp | 16.90%-35.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $5,448 | $1,978+175.4% | $2,701+101.7% | $2,596+109.9% |
| Participant deferral / active EE | $9,099 | $2,867+217.4% | $3,817+138.4% | $4,027+126.0% |
| Admin fee / account holder | $4,625 | $3,101+49.1% | $3,224+43.4% | $5,403-14.4% |