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 | $52,175 | $43,723+19.3% | $121,196-56.9% | $64,186-18.7% |
| Participation rate | 77.9% | 58.3%+19.6pp | 71.7%+6.1pp | 69.6%+8.3pp |
| Annual return | -7.10% | 68.91%-76.0pp | 16.93%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,098 | $1,296-15.3% | $4,022-72.7% | $2,381-53.9% |
| Participant deferral / active EE | $2,021 | $2,280-11.4% | $3,344-39.6% | $3,470-41.8% |
| Admin fee / account holder | $801 | $3,501-77.1% | $5,019-84.0% | $4,888-83.6% |