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 | $205,620 | $48,230+326.3% | $67,502+204.6% | $80,856+154.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.01% | 18.28%-1.3pp | 3512.12%-3495.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $6,515 | $2,020+222.6% | $2,731+138.6% | $2,755+136.5% |
| Participant deferral / active EE | $10,709 | $2,924+266.3% | $4,000+167.7% | $4,296+149.3% |
| Admin fee / account holder | $6,104 | $3,681+65.8% | $3,998+52.7% | $6,918-11.8% |