Filed April 24, 2012 (most recent of 2 filings on file)
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 | $175,174 | $51,638+239.2% | $68,368+156.2% | $82,448+112.5% |
| Participation rate | 98.6% | 63.6%+35.0pp | 73.8%+24.9pp | 68.1%+30.6pp |
| Annual return | 18.26% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $11,076 | $2,047+441.2% | $2,649+318.1% | $2,551+334.2% |
| Participant deferral / active EE | $8,017 | $2,914+175.2% | $4,123+94.5% | $4,139+93.7% |
| Admin fee / account holder | $13,517 | $4,643+191.1% | $5,150+162.5% | $7,234+86.8% |