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 | $51,922 | $94,529-45.1% | $140,016-62.9% | $64,186-19.1% |
| Participation rate | 98.3% | 84.1%+14.2pp | 87.5%+10.8pp | 69.6%+28.7pp |
| Annual return | -6.68% | 7.77%-14.5pp | 651.12%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,684 | $3,812-55.8% | $5,606-70.0% | $2,381-29.3% |
| Participant deferral / active EE | $3,695 | $5,250-29.6% | $6,927-46.7% | $3,470+6.5% |
| Admin fee / account holder | $821 | $6,741-87.8% | $10,705-92.3% | $4,888-83.2% |