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 | $129,579 | $100,852+28.5% | $90,404+43.3% | $158,922-18.5% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 12.67% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,996 | $3,689+35.4% | $3,262+53.1% | $4,761+4.9% |
| Participant deferral / active EE | $7,563 | $4,348+74.0% | $3,963+90.8% | $5,982+26.4% |
| Admin fee / account holder | $14,517 | $6,501+123.3% | $5,611+158.7% | $11,246+29.1% |