Filed March 20, 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 | $235,096 | $57,354+309.9% | $83,848+180.4% | $64,186+266.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 1.76% | 11.38%-9.6pp | 850.88%-849.1pp | 7.63%-5.9pp |
| Employer contribution / active EE | $8,364 | $2,545+228.6% | $3,631+130.4% | $2,381+251.3% |
| Participant deferral / active EE | $5,482 | $2,993+83.1% | $4,082+34.3% | $3,470+58.0% |
| Admin fee / account holder | $1,408 | $4,046-65.2% | $5,478-74.3% | $4,888-71.2% |