Filed January 27, 2012 (most recent of 3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,902 | $100,041-43.1% | $149,718-62.0% | $70,131-18.9% |
| Participation rate | 75.8% | 83.6%-7.8pp | 87.1%-11.3pp | 69.5%+6.3pp |
| Annual return | 17.01% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $907 | $3,662-75.2% | $5,445-83.3% | $2,342-61.3% |
| Participant deferral / active EE | $3,394 | $4,983-31.9% | $6,569-48.3% | $3,332+1.9% |
| Admin fee / account holder | $1,372 | $8,286-83.4% | $11,283-87.8% | $4,645-70.5% |