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 | $219,082 | $92,703+136.3% | $82,719+164.9% | $134,475+62.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.41% | 944.92%-952.3pp | 701.18%-708.6pp | 417.96%-425.4pp |
| Employer contribution / active EE | $11,488 | $3,274+250.9% | $3,009+281.8% | $4,740+142.4% |
| Participant deferral / active EE | $7,469 | $4,802+55.5% | $4,395+69.9% | $6,400+16.7% |
| Admin fee / account holder | $4,197 | $5,983-29.9% | $5,329-21.2% | $11,426-63.3% |