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 | $74,350 | $91,019-18.3% | $392,568-81.1% | $72,985+1.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 20.96% | 20.00%+1.0pp | 24.42%-3.5pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,818 | $2,751+2.4% | $3,783-25.5% | $2,440+15.5% |
| Participant deferral / active EE | $7,073 | $4,570+54.8% | $5,985+18.2% | $3,607+96.1% |
| Admin fee / account holder | $505 | $4,895-89.7% | $6,260-91.9% | $5,124-90.2% |