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 | $60,325 | $137,414-56.1% | $189,513-68.2% | $85,850-29.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.29% | 38.14%-25.9pp | 555.15%-542.9pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,482 | $4,344-65.9% | $6,162-75.9% | $2,565-42.2% |
| Participant deferral / active EE | $4,748 | $6,260-24.1% | $8,221-42.2% | $3,952+20.2% |
| Admin fee / account holder | $2,004 | $8,630-76.8% | $12,045-83.4% | $6,260-68.0% |