Filed December 2, 2011 (most recent of 2 filings on file)
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 | $54,703 | $181,894-69.9% | $156,549-65.1% | $273,961-80.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 20.68% | 30.74%-10.1pp | 32.23%-11.5pp | 41.45%-20.8pp |
| Employer contribution / active EE | $4,011 | $6,248-35.8% | $5,501-27.1% | $4,869-17.6% |
| Participant deferral / active EE | $12,135 | $5,550+118.6% | $4,871+149.1% | $5,287+129.5% |
| Admin fee / account holder | $9,911 | $15,559-36.3% | $13,027-23.9% | $10,132-2.2% |