Filed June 29, 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 | $58,448 | $62,586-6.6% | $76,768-23.9% | $64,186-8.9% |
| Participation rate | 88.4% | 72.8%+15.6pp | 77.0%+11.4pp | 69.6%+18.8pp |
| Annual return | -4.69% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,801 | $1,832-1.7% | $2,485-27.5% | $2,381-24.4% |
| Participant deferral / active EE | $2,460 | $3,145-21.8% | $3,852-36.1% | $3,470-29.1% |
| Admin fee / account holder | $10,820 | $4,667+131.8% | $6,675+62.1% | $4,888+121.4% |