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 | $175,223 | $109,817+59.6% | $98,442+78.0% | $167,490+4.6% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 11.73% | 1956.69%-1945.0pp | 1492.73%-1481.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $5,226 | $3,224+62.1% | $2,960+76.6% | $4,837+8.0% |
| Participant deferral / active EE | $8,095 | $4,673+73.2% | $4,276+89.3% | $6,341+27.7% |
| Admin fee / account holder | $18,346 | $6,753+171.7% | $5,949+208.4% | $12,309+49.0% |