Filed April 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 | $196,404 | $60,349+225.4% | $74,183+164.8% | $62,891+212.3% |
| Participation rate | 96.7% | 72.7%+24.0pp | 76.6%+20.1pp | 69.3%+27.4pp |
| Annual return | 38.06% | 21.37%+16.7pp | 17.74%+20.3pp | 20.14%+17.9pp |
| Employer contribution / active EE | $9,195 | $1,680+447.3% | $2,370+288.0% | $2,281+303.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,475 | $4,261+28.5% | $5,586-2.0% | $4,296+27.4% |