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 | $78,857 | $46,674+69.0% | $117,472-32.9% | $68,494+15.1% |
| Participation rate | 92.0% | 56.8%+35.2pp | 70.6%+21.4pp | 67.9%+24.1pp |
| Annual return | -19.00% | -14.52%-4.5pp | 29.74%-48.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $5,891 | $1,505+291.5% | $4,176+41.1% | $2,596+126.9% |
| Participant deferral / active EE | $8,212 | $2,636+211.5% | $4,070+101.8% | $4,027+103.9% |
| Admin fee / account holder | $4,315 | $4,020+7.3% | $5,645-23.6% | $5,403-20.1% |