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 | $66,975 | $48,076+39.3% | $78,689-14.9% | $62,891+6.5% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.6%+22.8pp | 69.3%+27.1pp |
| Annual return | 54.75% | 31.35%+23.4pp | 62.18%-7.4pp | 20.14%+34.6pp |
| Employer contribution / active EE | $8,537 | $2,015+323.7% | $2,851+199.5% | $2,281+274.3% |
| Participant deferral / active EE | $6,328 | $2,588+144.5% | $3,517+79.9% | $3,203+97.6% |
| Admin fee / account holder | $3,067 | $3,207-4.4% | $4,510-32.0% | $4,296-28.6% |