Filed March 26, 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 | $60,828 | $76,401-20.4% | $106,387-42.8% | $64,186-5.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -6.18% | -2.19%-4.0pp | 0.25%-6.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,671 | $2,680-0.4% | $3,520-24.1% | $2,381+12.2% |
| Participant deferral / active EE | $6,430 | $4,274+50.5% | $5,421+18.6% | $3,470+85.3% |
| Admin fee / account holder | $6,994 | $4,610+51.7% | $7,510-6.9% | $4,888+43.1% |