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 | $68,659 | $51,576+33.1% | $129,207-46.9% | $80,856-15.1% |
| Participation rate | 83.7% | 57.0%+26.7pp | 69.6%+14.1pp | 67.6%+16.1pp |
| Annual return | 11.27% | 20.81%-9.5pp | 9417.33%-9406.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,741 | $1,584+10.0% | $4,153-58.1% | $2,755-36.8% |
| Participant deferral / active EE | $3,939 | $2,669+47.6% | $4,168-5.5% | $4,296-8.3% |
| Admin fee / account holder | $9,202 | $4,305+113.8% | $7,715+19.3% | $6,918+33.0% |