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 | $195,098 | $92,703+110.5% | $82,719+135.9% | $134,475+45.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.71% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $12,041 | $3,274+267.8% | $3,009+300.2% | $4,740+154.0% |
| Participant deferral / active EE | $17,559 | $4,802+265.7% | $4,395+299.5% | $6,400+174.4% |
| Admin fee / account holder | $8,726 | $5,983+45.9% | $5,329+63.7% | $11,426-23.6% |