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 | $102,440 | $98,240+4.3% | $82,313+24.5% | $147,584-30.6% |
| Participation rate | 77.3% | 79.7%-2.5pp | 76.9%+0.4pp | 82.8%-5.6pp |
| Annual return | 12.00% | 30.85%-18.9pp | 25.88%-13.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,685 | $3,192-47.2% | $2,428-30.6% | $4,876-65.5% |
| Participant deferral / active EE | $3,722 | $4,383-15.1% | $3,706+0.4% | $5,439-31.6% |
| Admin fee / account holder | $11,471 | $8,563+34.0% | $5,608+104.6% | $10,885+5.4% |