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 | $80,200 | $53,127+51.0% | $86,590-7.4% | $70,131+14.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.61% | 27.66%-9.1pp | 964.84%-946.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $8,278 | $2,068+300.2% | $2,839+191.5% | $2,342+253.4% |
| Participant deferral / active EE | $6,021 | $2,696+123.4% | $3,609+66.9% | $3,332+80.7% |
| Admin fee / account holder | $1,579 | $3,585-56.0% | $4,906-67.8% | $4,645-66.0% |