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 | $160,924 | $48,076+234.7% | $78,689+104.5% | $62,891+155.9% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.6%+23.9pp | 69.3%+28.1pp |
| Annual return | 10.47% | 31.35%-20.9pp | 62.18%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $6,927 | $2,015+243.8% | $2,851+143.0% | $2,281+203.7% |
| Participant deferral / active EE | $6,285 | $2,588+142.9% | $3,517+78.7% | $3,203+96.2% |
| Admin fee / account holder | $16,307 | $3,207+408.4% | $4,510+261.6% | $4,296+279.6% |