Filed January 1, 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 | $100,009 | $54,380+83.9% | $68,509+46.0% | $59,632+67.7% |
| Participation rate | 87.5% | 70.2%+17.3pp | 74.7%+12.8pp | 68.7%+18.8pp |
| Annual return | -1.30% | 2.83%-4.1pp | 8.27%-9.6pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,136 | $1,539-26.2% | $2,278-50.1% | $2,203-48.4% |
| Participant deferral / active EE | $3,539 | $2,643+33.9% | $3,382+4.6% | $3,192+10.9% |
| Admin fee / account holder | $1,713 | $3,885-55.9% | $5,275-67.5% | $4,297-60.1% |