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 | $55,945 | $80,968-30.9% | $96,544-42.1% | $75,163-25.6% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 16.87% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,272 | $2,282-44.3% | $2,965-57.1% | $2,670-52.4% |
| Participant deferral / active EE | $3,422 | $3,928-12.9% | $4,851-29.5% | $4,125-17.1% |
| Admin fee / account holder | $4,018 | $6,724-40.2% | $8,252-51.3% | $5,651-28.9% |