Filed February 24, 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 | $122,981 | $76,407+61.0% | $150,298-18.2% | $82,448+49.2% |
| Participation rate | 95.7% | 66.4%+29.3pp | 77.8%+17.9pp | 68.1%+27.6pp |
| Annual return | 20.65% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $6,833 | $2,614+161.4% | $4,154+64.5% | $2,551+167.9% |
| Participant deferral / active EE | $6,649 | $3,214+106.8% | $5,453+21.9% | $4,139+60.6% |
| Admin fee / account holder | $7,766 | $6,352+22.3% | $14,116-45.0% | $7,234+7.3% |