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 | $102,584 | $198,466-48.3% | $170,442-39.8% | $147,584-30.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.95% | 257.29%-237.3pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,788 | $6,184-54.9% | $5,433-48.7% | $4,876-42.8% |
| Participant deferral / active EE | $4,924 | $5,629-12.5% | $4,939-0.3% | $5,439-9.5% |
| Admin fee / account holder | $13,623 | $16,852-19.2% | $13,880-1.9% | $10,885+25.2% |