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 | $45,274 | $41,377+9.4% | $109,313-58.6% | $62,891-28.0% |
| Participation rate | 89.0% | 57.5%+31.5pp | 71.3%+17.8pp | 69.3%+19.7pp |
| Annual return | 7.29% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,382 | $1,276+8.3% | $3,892-64.5% | $2,281-39.4% |
| Participant deferral / active EE | $2,847 | $2,045+39.2% | $3,166-10.1% | $3,203-11.1% |
| Admin fee / account holder | $6,563 | $2,884+127.6% | $5,666+15.8% | $4,296+52.8% |