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 | $97,340 | $80,717+20.6% | $154,803-37.1% | $84,808+14.8% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 16.03% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,172 | $2,761+14.9% | $4,305-26.3% | $2,631+20.6% |
| Participant deferral / active EE | $16,915 | $3,303+412.1% | $5,540+205.3% | $4,212+301.6% |
| Admin fee / account holder | $9,493 | $6,746+40.7% | $14,329-33.8% | $7,344+29.3% |