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 | $124,738 | $92,703+34.6% | $82,719+50.8% | $134,475-7.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -20.07% | 944.92%-965.0pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $6,109 | $3,274+86.6% | $3,009+103.0% | $4,740+28.9% |
| Participant deferral / active EE | $10,030 | $4,802+108.9% | $4,395+128.2% | $6,400+56.7% |
| Admin fee / account holder | $44,475 | $5,983+643.4% | $5,329+734.6% | $11,426+289.2% |