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 | $117,432 | $102,966+14.0% | $90,281+30.1% | $152,861-23.2% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 17.64% | 95.16%-77.5pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $5,138 | $3,139+63.7% | $2,854+80.0% | $4,762+7.9% |
| Participant deferral / active EE | $7,461 | $4,281+74.3% | $3,885+92.0% | $5,850+27.5% |
| Admin fee / account holder | $28,311 | $6,171+358.8% | $5,351+429.1% | $11,596+144.1% |