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 | $117,650 | $214,378-45.1% | $200,582-41.3% | $142,382-17.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.08% | 46.41%-30.3pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,089 | $6,841-54.8% | $6,419-51.9% | $4,299-28.1% |
| Participant deferral / active EE | $4,980 | $9,865-49.5% | $9,331-46.6% | $6,507-23.5% |
| Admin fee / account holder | $578 | $17,692-96.7% | $16,305-96.5% | $12,624-95.4% |