Filed December 28, 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 | $56,067 | $94,529-40.7% | $140,016-60.0% | $64,186-12.6% |
| Participation rate | 77.4% | 84.1%-6.7pp | 87.5%-10.1pp | 69.6%+7.9pp |
| Annual return | 37.55% | 7.77%+29.8pp | 651.12%-613.6pp | 7.63%+29.9pp |
| Employer contribution / active EE | $1,478 | $3,812-61.2% | $5,606-73.6% | $2,381-37.9% |
| Participant deferral / active EE | $3,229 | $5,250-38.5% | $6,927-53.4% | $3,470-6.9% |
| Admin fee / account holder | $512 | $6,741-92.4% | $10,705-95.2% | $4,888-89.5% |