Filed September 2, 2012 (most recent of 3 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 | $116,369 | $72,400+60.7% | $67,502+72.4% | $145,922-20.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.81% | 7182.46%-7165.7pp | 3512.12%-3495.3pp | 561.29%-544.5pp |
| Employer contribution / active EE | $6,240 | $3,069+103.3% | $2,731+128.5% | $4,660+33.9% |
| Participant deferral / active EE | $7,849 | $4,783+64.1% | $4,000+96.2% | $6,688+17.4% |
| Admin fee / account holder | $1,910 | $5,539-65.5% | $3,998-52.2% | $13,397-85.7% |