Filed March 5, 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 | $44,981 | $94,529-52.4% | $140,016-67.9% | $64,186-29.9% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.1pp |
| Annual return | -4.83% | 7.77%-12.6pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,323 | $3,812-39.1% | $5,606-58.6% | $2,381-2.4% |
| Participant deferral / active EE | $4,464 | $5,250-15.0% | $6,927-35.6% | $3,470+28.7% |
| Admin fee / account holder | $9,856 | $6,741+46.2% | $10,705-7.9% | $4,888+101.6% |