Filed February 5, 2012
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 | $97,275 | $40,256+141.6% | $57,343+69.6% | $59,632+63.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.49% | 27.49%-27.0pp | 24.39%-23.9pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,843 | $1,922+47.9% | $2,689+5.7% | $2,203+29.1% |
| Participant deferral / active EE | $7,312 | $2,399+204.8% | $3,162+131.2% | $3,192+129.1% |
| Admin fee / account holder | $18,740 | $2,818+565.1% | $3,356+458.5% | $4,297+336.1% |