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 | $15,131 | $65,409-76.9% | $98,442-84.6% | $85,850-82.4% |
| Participation rate | 90.7% | 65.0%+25.7pp | 73.3%+17.4pp | 69.3%+21.4pp |
| Annual return | 14.99% | 21.76%-6.8pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $493 | $2,168-77.2% | $2,960-83.3% | $2,565-80.8% |
| Participant deferral / active EE | $1,604 | $3,166-49.3% | $4,276-62.5% | $3,952-59.4% |
| Admin fee / account holder | $2,817 | $4,593-38.7% | $5,949-52.7% | $6,260-55.0% |