Filed May 27, 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 | $55,151 | $131,829-58.2% | $108,579-49.2% | $273,961-79.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.17% | -91.57%+98.7pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,904 | $4,912-40.9% | $3,758-22.7% | $4,869-40.3% |
| Participant deferral / active EE | $9,377 | $5,127+82.9% | $4,311+117.5% | $5,287+77.4% |
| Admin fee / account holder | $732 | $10,252-92.9% | $7,645-90.4% | $10,132-92.8% |