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 | $101,361 | $65,365+55.1% | $92,893+9.1% | $72,985+38.9% |
| Participation rate | 97.6% | 68.3%+29.2pp | 76.0%+21.6pp | 69.5%+28.1pp |
| Annual return | 16.34% | 42.10%-25.8pp | 109.41%-93.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $4,063 | $2,594+56.6% | $3,653+11.2% | $2,440+66.5% |
| Participant deferral / active EE | $3,206 | $3,128+2.5% | $4,236-24.3% | $3,607-11.1% |
| Admin fee / account holder | $2,178 | $4,251-48.8% | $5,794-62.4% | $5,124-57.5% |