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 | $135,436 | $109,359+23.8% | $162,163-16.5% | $72,985+85.6% |
| Participation rate | 84.7% | 84.3%+0.5pp | 87.6%-2.8pp | 69.5%+15.2pp |
| Annual return | 24.88% | 25.46%-0.6pp | 115.59%-90.7pp | 81.00%-56.1pp |
| Employer contribution / active EE | $3,302 | $3,907-15.5% | $5,614-41.2% | $2,440+35.3% |
| Participant deferral / active EE | $4,665 | $5,481-14.9% | $7,298-36.1% | $3,607+29.3% |
| Admin fee / account holder | $669 | $7,972-91.6% | $10,843-93.8% | $5,124-86.9% |