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 | $52,113 | $73,867-29.4% | $143,757-63.7% | $68,494-23.9% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -18.83% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,789 | $3,184-12.4% | $4,951-43.7% | $2,596+7.4% |
| Participant deferral / active EE | $14,948 | $3,384+341.7% | $5,637+165.2% | $4,027+271.2% |
| Admin fee / account holder | $12,915 | $5,755+124.4% | $14,673-12.0% | $5,403+139.0% |