Filed February 12, 2012 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,554 | $171,865+30.1% | $149,718+49.3% | $147,584+51.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.79% | 2113.22%-2105.4pp | 1501.63%-1493.8pp | 578.55%-570.8pp |
| Employer contribution / active EE | $12,995 | $6,275+107.1% | $5,445+138.7% | $4,876+166.5% |
| Participant deferral / active EE | $8,057 | $7,271+10.8% | $6,569+22.7% | $5,439+48.1% |
| Admin fee / account holder | $52,167 | $13,799+278.0% | $11,283+362.4% | $10,885+379.2% |