Filed December 19, 2011 (most recent of 2 filings on file)
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 | $202,853 | $109,359+85.5% | $162,163+25.1% | $72,985+177.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.93% | 25.46%-1.5pp | 115.59%-91.7pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,502 | $3,907-10.4% | $5,614-37.6% | $2,440+43.5% |
| Participant deferral / active EE | $7,300 | $5,481+33.2% | $7,2980% | $3,607+102.4% |
| Admin fee / account holder | $1,303 | $7,972-83.7% | $10,843-88.0% | $5,124-74.6% |