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 | $54,774 | $197,591-72.3% | $177,821-69.2% | $158,922-65.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.59% | 58.76%-43.2pp | 48.32%-32.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,275 | $6,697-66.0% | $5,918-61.6% | $4,761-52.2% |
| Participant deferral / active EE | $3,780 | $8,405-55.0% | $7,714-51.0% | $5,982-36.8% |
| Admin fee / account holder | $428 | $15,399-97.2% | $12,427-96.6% | $11,246-96.2% |