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 | $78,427 | $185,822-57.8% | $169,993-53.9% | $139,434-43.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.90% | 60.50%-41.6pp | 53.37%-34.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,835 | $7,590-62.6% | $6,785-58.2% | $4,751-40.3% |
| Participant deferral / active EE | $4,665 | $11,622-59.9% | $10,408-55.2% | $6,710-30.5% |
| Admin fee / account holder | $422 | $15,381-97.3% | $12,815-96.7% | $11,403-96.3% |