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 | $82,688 | $83,427-0.9% | $115,756-28.6% | $68,494+20.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -16.50% | -10.95%-5.6pp | 143.14%-159.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,858 | $3,075-7.0% | $3,793-24.6% | $2,596+10.1% |
| Participant deferral / active EE | $6,961 | $5,355+30.0% | $6,254+11.3% | $4,027+72.8% |
| Admin fee / account holder | $3,564 | $5,708-37.6% | $8,124-56.1% | $5,403-34.0% |