Filed April 1, 2012 (most recent of 2 filings on file)
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 | $117,210 | $94,529+24.0% | $140,016-16.3% | $64,186+82.6% |
| Participation rate | 87.1% | 84.1%+3.0pp | 87.5%-0.4pp | 69.6%+17.5pp |
| Annual return | -6.76% | 7.77%-14.5pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,559 | $3,812-6.6% | $5,606-36.5% | $2,381+49.5% |
| Participant deferral / active EE | $5,501 | $5,250+4.8% | $6,927-20.6% | $3,470+58.6% |
| Admin fee / account holder | $715 | $6,741-89.4% | $10,705-93.3% | $4,888-85.4% |