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 | $151,893 | $81,460+86.5% | $103,333+47.0% | $80,856+87.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.66% | 25.55%-5.9pp | 24.88%-5.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $5,345 | $3,105+72.1% | $3,868+38.2% | $2,755+94.0% |
| Participant deferral / active EE | $5,181 | $3,869+33.9% | $5,057+2.4% | $4,296+20.6% |
| Admin fee / account holder | $7,053 | $6,566+7.4% | $8,355-15.6% | $6,918+1.9% |