Filed May 21, 2012
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 7-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 | $51,703 | $157,256-67.1% | $141,162-63.4% | $152,861-66.2% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.4%-8.8pp |
| Annual return | 21.47% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,617 | $5,261-31.3% | $4,735-23.6% | $4,762-24.1% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,515 | $12,120-79.2% | $10,261-75.5% | $11,596-78.3% |