Filed October 1, 2011
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 | $45,992 | $60,349-23.8% | $74,183-38.0% | $62,891-26.9% |
| Participation rate | 78.4% | 72.7%+5.7pp | 76.6%+1.8pp | 69.3%+9.1pp |
| Annual return | 8.12% | 21.37%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,451 | $1,680+45.9% | $2,370+3.4% | $2,281+7.5% |
| Participant deferral / active EE | $4,298 | $2,856+50.5% | $3,550+21.1% | $3,203+34.2% |
| Admin fee / account holder | $2,035 | $4,261-52.2% | $5,586-63.6% | $4,296-52.6% |