Filed December 1, 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 | $183,377 | $100,852+81.8% | $90,404+102.8% | $158,922+15.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.96% | 1724.20%-1710.2pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $11,598 | $3,689+214.4% | $3,262+255.5% | $4,761+143.6% |
| Participant deferral / active EE | $16,730 | $4,348+284.8% | $3,963+322.1% | $5,982+179.7% |
| Admin fee / account holder | $40,974 | $6,501+530.3% | $5,611+630.3% | $11,246+264.4% |