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 | $103,849 | $101,883+1.9% | $453,369-77.1% | $85,850+21.0% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 11.84% | 25.38%-13.5pp | 64.40%-52.6pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,961 | $2,847+4.0% | $4,070-27.2% | $2,565+15.4% |
| Participant deferral / active EE | $6,965 | $4,782+45.7% | $6,209+12.2% | $3,952+76.2% |
| Admin fee / account holder | $2,372 | $5,706-58.4% | $11,209-78.8% | $6,260-62.1% |