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.
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 | $97,463 | $53,777+81.2% | $134,143-27.3% | $79,858+22.0% |
| Participation rate | 79.2% | 58.8%+20.4pp | 72.2%+7.0pp | 69.6%+9.5pp |
| Annual return | 21.25% | 19.01%+2.2pp | 36.33%-15.1pp | 31.71%-10.5pp |
| Employer contribution / active EE | $5,568 | $1,321+321.4% | $3,704+50.3% | $2,471+125.4% |
| Participant deferral / active EE | $7,092 | $2,420+193.0% | $3,499+102.7% | $3,740+89.6% |
| Admin fee / account holder | $13,889 | $3,984+248.6% | $6,684+107.8% | $5,306+161.7% |