Filed December 28, 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 | $203,343 | $51,638+293.8% | $68,368+197.4% | $82,448+146.6% |
| Participation rate | 81.6% | 63.6%+18.0pp | 73.8%+7.9pp | 68.1%+13.6pp |
| Annual return | 16.18% | 37.53%-21.3pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,694 | $2,047+31.6% | $2,649+1.7% | $2,551+5.6% |
| Participant deferral / active EE | $7,625 | $2,914+161.7% | $4,123+84.9% | $4,139+84.2% |
| Admin fee / account holder | $21,533 | $4,643+363.7% | $5,150+318.1% | $7,234+197.6% |