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 | $104,858 | $58,828+78.2% | $77,999+34.4% | $62,891+66.7% |
| Participation rate | 82.3% | 71.1%+11.2pp | 75.5%+6.7pp | 69.3%+13.0pp |
| Annual return | 9.54% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,054 | $1,672-37.0% | $2,470-57.3% | $2,281-53.8% |
| Participant deferral / active EE | $3,267 | $2,686+21.6% | $3,497-6.6% | $3,203+2.0% |
| Admin fee / account holder | $4,557 | $4,393+3.7% | $5,480-16.8% | $4,296+6.1% |