Filed March 13, 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 | $101,309 | $148,978-32.0% | $200,582-49.5% | $84,808+19.5% |
| Participation rate | 98.7% | 84.2%+14.4pp | 86.9%+11.8pp | 68.3%+30.4pp |
| Annual return | 16.17% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,059 | $4,815-36.5% | $6,419-52.3% | $2,631+16.3% |
| Participant deferral / active EE | $6,365 | $7,142-10.9% | $9,331-31.8% | $4,212+51.1% |
| Admin fee / account holder | $2,776 | $13,977-80.1% | $16,305-83.0% | $7,344-62.2% |