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 | $48,901 | $123,793-60.5% | $177,821-72.5% | $79,858-38.8% |
| Participation rate | 74.4% | 84.7%-10.3pp | 87.7%-13.4pp | 69.6%+4.7pp |
| Annual return | 13.06% | 22.82%-9.8pp | 48.32%-35.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,610 | $4,095-60.7% | $5,918-72.8% | $2,471-34.8% |
| Participant deferral / active EE | $3,952 | $5,956-33.6% | $7,714-48.8% | $3,740+5.7% |
| Admin fee / account holder | $1,561 | $7,243-78.4% | $12,427-87.4% | $5,306-70.6% |