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 | $96,575 | $95,762+0.8% | $379,746-74.6% | $79,858+20.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 26.84% | 18.26%+8.6pp | 34.90%-8.1pp | 31.71%-4.9pp |
| Employer contribution / active EE | $2,918 | $2,695+8.3% | $3,540-17.6% | $2,471+18.1% |
| Participant deferral / active EE | $7,084 | $4,705+50.6% | $6,024+17.6% | $3,740+89.4% |
| Admin fee / account holder | $3,579 | $6,745-46.9% | $7,927-54.8% | $5,306-32.5% |