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 | $14,041 | $54,350-74.2% | $82,719-83.0% | $68,494-79.5% |
| Participation rate | 83.8% | 63.9%+19.9pp | 72.6%+11.2pp | 67.9%+15.9pp |
| Annual return | -19.05% | -13.67%-5.4pp | 701.18%-720.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $684 | $2,218-69.2% | $3,009-77.3% | $2,596-73.7% |
| Participant deferral / active EE | $1,909 | $3,246-41.2% | $4,395-56.6% | $4,027-52.6% |
| Admin fee / account holder | $444 | $4,395-89.9% | $5,329-91.7% | $5,403-91.8% |