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 | $54,705+220.2% | $71,209+146.0% | $84,808+106.6% |
| Participation rate | 98.6% | 64.1%+34.6pp | 73.8%+24.9pp | 68.3%+30.3pp |
| Annual return | 18.26% | 35.90%-17.6pp | 282.51%-264.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $11,076 | $2,158+413.3% | $2,721+307.1% | $2,631+321.0% |
| Participant deferral / active EE | $8,017 | $3,030+164.5% | $4,175+92.0% | $4,212+90.4% |
| Admin fee / account holder | $13,517 | $4,863+177.9% | $5,349+152.7% | $7,344+84.1% |