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 | $24,641 | $41,377-40.4% | $109,313-77.5% | $62,891-60.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 31.75% | 11.05%+20.7pp | 22.07%+9.7pp | 20.14%+11.6pp |
| Employer contribution / active EE | $658 | $1,276-48.4% | $3,892-83.1% | $2,281-71.2% |
| Participant deferral / active EE | $1,226 | $2,045-40.1% | $3,166-61.3% | $3,203-61.7% |
| Admin fee / account holder | $1,315 | $2,884-54.4% | $5,666-76.8% | $4,296-69.4% |