Filed December 1, 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 | $220,172 | $43,327+408.2% | $59,878+267.7% | $64,186+243.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.15% | -1.55%+9.7pp | 3.46%+4.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $9,043 | $2,028+345.8% | $2,722+232.3% | $2,381+279.8% |
| Participant deferral / active EE | $6,518 | $2,546+156.0% | $3,402+91.6% | $3,470+87.9% |
| Admin fee / account holder | $18,289 | $3,005+508.6% | $3,590+409.4% | $4,888+274.2% |