Filed December 27, 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 | $21,808 | $100,852-78.4% | $90,404-75.9% | $158,922-86.3% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 8.51% | 1724.20%-1715.7pp | 1293.02%-1284.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,189 | $3,689-67.8% | $3,262-63.5% | $4,761-75.0% |
| Participant deferral / active EE | $2,862 | $4,348-34.2% | $3,963-27.8% | $5,982-52.2% |
| Admin fee / account holder | $12,539 | $6,501+92.9% | $5,611+123.5% | $11,246+11.5% |