Filed December 14, 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 | $47,041 | $58,828-20.0% | $77,999-39.7% | $62,891-25.2% |
| Participation rate | 88.8% | 71.1%+17.7pp | 75.5%+13.3pp | 69.3%+19.5pp |
| Annual return | 8.26% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $486 | $1,672-70.9% | $2,470-80.3% | $2,281-78.7% |
| Participant deferral / active EE | $3,747 | $2,686+39.5% | $3,497+7.1% | $3,203+17.0% |
| Admin fee / account holder | $8,355 | $4,393+90.2% | $5,480+52.5% | $4,296+94.5% |