Filed December 19, 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 | $197,899 | $138,347+43.0% | $184,203+7.4% | $80,856+144.8% |
| Participation rate | 81.5% | 83.9%-2.3pp | 86.8%-5.3pp | 67.6%+13.9pp |
| Annual return | 18.03% | 20.02%-2.0pp | 28.81%-10.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $6,985 | $4,850+44.0% | $6,427+8.7% | $2,755+153.5% |
| Participant deferral / active EE | $6,154 | $7,071-13.0% | $9,131-32.6% | $4,296+43.3% |
| Admin fee / account holder | $12,024 | $10,483+14.7% | $13,901-13.5% | $6,918+73.8% |