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 | $61,260 | $48,570+26.1% | $130,648-53.1% | $72,985-16.1% |
| Participation rate | 77.3% | 58.6%+18.7pp | 71.7%+5.5pp | 69.5%+7.8pp |
| Annual return | 19.75% | 38.63%-18.9pp | 1708.96%-1689.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,295 | $1,334-2.9% | $4,092-68.3% | $2,440-46.9% |
| Participant deferral / active EE | $2,536 | $2,384+6.4% | $3,603-29.6% | $3,607-29.7% |
| Admin fee / account holder | $857 | $3,549-75.8% | $5,464-84.3% | $5,124-83.3% |