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 | $70,183 | $86,929-19.3% | $102,423-31.5% | $80,856-13.2% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 14.26% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,552 | $2,369-34.5% | $3,023-48.7% | $2,755-43.7% |
| Participant deferral / active EE | $3,295 | $4,118-20.0% | $5,053-34.8% | $4,296-23.3% |
| Admin fee / account holder | $731 | $8,049-90.9% | $9,451-92.3% | $6,918-89.4% |