Filed December 30, 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 4-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 | $50,225 | $99,985-49.8% | $146,665-65.8% | $85,850-41.5% |
| Participation rate | 96.8% | 73.1%+23.7pp | 80.1%+16.7pp | 69.3%+27.5pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,251 | $2,559-51.1% | $4,136-69.8% | $2,565-51.2% |
| Participant deferral / active EE | $3,629 | $4,006-9.4% | $5,506-34.1% | $3,952-8.2% |
| Admin fee / account holder | $1,984 | $7,702-74.2% | $10,280-80.7% | $6,260-68.3% |