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 | $80,717+52.4% | $154,803-20.6% | $84,808+45.0% |
| Participation rate | 95.7% | 66.8%+28.8pp | 78.1%+17.6pp | 68.3%+27.3pp |
| Annual return | 20.65% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $6,833 | $2,761+147.5% | $4,305+58.7% | $2,631+159.7% |
| Participant deferral / active EE | $6,649 | $3,303+101.3% | $5,540+20.0% | $4,212+57.9% |
| Admin fee / account holder | $7,766 | $6,746+15.1% | $14,329-45.8% | $7,344+5.7% |