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 | $43,333 | $81,900-47.1% | $119,609-63.8% | $68,494-36.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.08% | -23.82%+5.7pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,313 | $2,693-51.2% | $4,232-69.0% | $2,596-49.4% |
| Participant deferral / active EE | $3,514 | $4,148-15.3% | $5,602-37.3% | $4,027-12.8% |
| Admin fee / account holder | $4,985 | $6,582-24.3% | $10,323-51.7% | $5,403-7.7% |