Filed December 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,188 | $217,402-75.1% | $185,823-70.8% | $167,490-67.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.22% | 148.36%-121.1pp | 122.05%-94.8pp | 478.56%-451.3pp |
| Employer contribution / active EE | $2,501 | $5,873-57.4% | $5,167-51.6% | $4,837-48.3% |
| Participant deferral / active EE | $1,997 | $6,356-68.6% | $5,568-64.1% | $6,341-68.5% |
| Admin fee / account holder | $12,438 | $19,811-37.2% | $16,237-23.4% | $12,309+1.0% |