Filed December 2, 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 | $15,595 | $60,124-74.1% | $90,404-82.7% | $79,858-80.5% |
| Participation rate | 97.0% | 65.0%+32.0pp | 72.7%+24.3pp | 69.6%+27.3pp |
| Annual return | 21.34% | 71.94%-50.6pp | 1293.02%-1271.7pp | 31.71%-10.4pp |
| Employer contribution / active EE | $370 | $2,068-82.1% | $3,262-88.7% | $2,471-85.0% |
| Participant deferral / active EE | $1,737 | $2,938-40.9% | $3,963-56.2% | $3,740-53.6% |
| Admin fee / account holder | $426 | $3,976-89.3% | $5,611-92.4% | $5,306-92.0% |