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 | $54,705+271.7% | $71,209+185.6% | $84,808+139.8% |
| Participation rate | 81.6% | 64.1%+17.6pp | 73.8%+7.9pp | 68.3%+13.3pp |
| Annual return | 16.18% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,694 | $2,158+24.8% | $2,721-1.0% | $2,631+2.4% |
| Participant deferral / active EE | $7,625 | $3,030+151.6% | $4,175+82.6% | $4,212+81.0% |
| Admin fee / account holder | $21,533 | $4,863+342.7% | $5,349+302.6% | $7,344+193.2% |