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 | $19,507 | $58,208-66.5% | $81,812-76.2% | $80,856-75.9% |
| Participation rate | 86.1% | 63.4%+22.7pp | 72.3%+13.8pp | 67.6%+18.5pp |
| Annual return | 13.28% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $820 | $2,340-65.0% | $2,912-71.8% | $2,755-70.2% |
| Participant deferral / active EE | $1,815 | $3,281-44.7% | $4,319-58.0% | $4,296-57.8% |
| Admin fee / account holder | $2,203 | $4,981-55.8% | $7,386-70.2% | $6,918-68.2% |