Filed January 29, 2012 (most recent of 2 filings on file)
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 | $48,945 | $183,963-73.4% | $162,163-69.8% | $152,861-68.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.72% | 150.76%-130.0pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,429 | $6,371-61.9% | $5,614-56.7% | $4,762-49.0% |
| Participant deferral / active EE | $4,033 | $8,034-49.8% | $7,298-44.7% | $5,850-31.1% |
| Admin fee / account holder | $1,699 | $13,121-87.1% | $10,843-84.3% | $11,596-85.3% |