Filed October 25, 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 | $27,282 | $60,349-54.8% | $74,183-63.2% | $62,891-56.6% |
| Participation rate | 95.8% | 72.7%+23.1pp | 76.6%+19.2pp | 69.3%+26.5pp |
| Annual return | 8.09% | 21.37%-13.3pp | 17.74%-9.6pp | 20.14%-12.1pp |
| Employer contribution / active EE | $393 | $1,680-76.6% | $2,370-83.4% | $2,281-82.8% |
| Participant deferral / active EE | $3,067 | $2,856+7.4% | $3,550-13.6% | $3,203-4.3% |
| Admin fee / account holder | $1,419 | $4,261-66.7% | $5,586-74.6% | $4,296-67.0% |