Filed October 11, 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 | $95,682 | $84,695+13.0% | $73,843+29.6% | $125,391-23.7% |
| Participation rate | 90.9% | 76.8%+14.2pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | -1.34% | 3123.53%-3124.9pp | 2267.84%-2269.2pp | 282.22%-283.6pp |
| Employer contribution / active EE | $4,996 | $3,123+60.0% | $2,787+79.2% | $4,866+2.7% |
| Participant deferral / active EE | $7,418 | $3,992+85.8% | $3,583+107.0% | $5,352+38.6% |
| Admin fee / account holder | $1,586 | $5,691-72.1% | $4,880-67.5% | $9,540-83.4% |