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 | $75,223 | $123,793-39.2% | $177,821-57.7% | $79,858-5.8% |
| Participation rate | 96.7% | 84.7%+12.0pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 13.32% | 22.82%-9.5pp | 48.32%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,295 | $4,095-44.0% | $5,918-61.2% | $2,471-7.1% |
| Participant deferral / active EE | $4,223 | $5,956-29.1% | $7,714-45.3% | $3,740+12.9% |
| Admin fee / account holder | $1,021 | $7,243-85.9% | $12,427-91.8% | $5,306-80.8% |