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 | $65,936 | $167,484-60.6% | $151,611-56.5% | $134,475-51.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.92% | 7.80%-24.7pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,517 | $6,829-63.1% | $6,166-59.2% | $4,740-46.9% |
| Participant deferral / active EE | $4,087 | $8,986-54.5% | $8,363-51.1% | $6,400-36.1% |
| Admin fee / account holder | $6,116 | $13,783-55.6% | $11,616-47.3% | $11,426-46.5% |