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 | $37,291 | $88,751-58.0% | $81,812-54.4% | $145,922-74.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.89% | 1025.40%-1002.5pp | 773.79%-750.9pp | 561.29%-538.4pp |
| Employer contribution / active EE | $3,543 | $3,083+14.9% | $2,912+21.7% | $4,660-24.0% |
| Participant deferral / active EE | $4,707 | $4,643+1.4% | $4,319+9.0% | $6,688-29.6% |
| Admin fee / account holder | $533 | $8,415-93.7% | $7,386-92.8% | $13,397-96.0% |