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 | $136,450 | $78,672+73.4% | $109,143+25.0% | $85,850+58.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.59% | 25.09%-13.5pp | 25.75%-14.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $5,164 | $2,735+88.8% | $3,722+38.7% | $2,565+101.3% |
| Participant deferral / active EE | $3,760 | $3,467+8.4% | $4,653-19.2% | $3,952-4.8% |
| Admin fee / account holder | $16,551 | $5,469+202.6% | $6,752+145.1% | $6,260+164.4% |