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 | $66,754 | $125,758-46.9% | $169,993-60.7% | $75,163-11.2% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 17.96% | 27.20%-9.2pp | 53.37%-35.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,053 | $4,615-33.9% | $6,785-55.0% | $2,670+14.3% |
| Participant deferral / active EE | $5,404 | $6,837-21.0% | $10,408-48.1% | $4,125+31.0% |
| Admin fee / account holder | $1,746 | $8,173-78.6% | $12,815-86.4% | $5,651-69.1% |