Filed May 6, 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 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 | $62,309 | $76,552-18.6% | $123,892-49.7% | $62,891-0.9% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.3pp | 69.3%+18.4pp |
| Annual return | 11.45% | 18.68%-7.2pp | 47.52%-36.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $6,111 | $2,883+112.0% | $4,617+32.4% | $2,281+167.9% |
| Participant deferral / active EE | $7,004 | $4,840+44.7% | $5,984+17.0% | $3,203+118.7% |
| Admin fee / account holder | $3,334 | $4,826-30.9% | $8,357-60.1% | $4,296-22.4% |