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 | $205,942 | $125,758+63.8% | $169,993+21.1% | $75,163+174.0% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 15.74% | 27.20%-11.5pp | 53.37%-37.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,680 | $4,615+1.4% | $6,785-31.0% | $2,670+75.3% |
| Participant deferral / active EE | $10,033 | $6,837+46.7% | $10,408-3.6% | $4,125+143.2% |
| Admin fee / account holder | $44,753 | $8,173+447.5% | $12,815+249.2% | $5,651+692.0% |