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 | $43,304 | $87,841-50.7% | $133,980-67.7% | $62,891-31.1% |
| Participation rate | 98.3% | 83.4%+14.9pp | 87.1%+11.2pp | 69.3%+29.0pp |
| Annual return | 8.57% | 12.05%-3.5pp | 29.30%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,371 | $3,483-60.6% | $5,211-73.7% | $2,281-39.9% |
| Participant deferral / active EE | $3,156 | $4,812-34.4% | $6,282-49.8% | $3,203-1.5% |
| Admin fee / account holder | $773 | $5,371-85.6% | $9,324-91.7% | $4,296-82.0% |