Filed December 15, 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 | $228,970 | $109,817+108.5% | $98,442+132.6% | $167,490+36.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.01% | 1956.69%-1946.7pp | 1492.73%-1482.7pp | 478.56%-468.6pp |
| Employer contribution / active EE | $11,859 | $3,224+267.8% | $2,960+300.7% | $4,837+145.1% |
| Participant deferral / active EE | $8,416 | $4,673+80.1% | $4,276+96.8% | $6,341+32.7% |
| Admin fee / account holder | $182,178 | $6,753+2597.9% | $5,949+2962.2% | $12,309+1380.0% |