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 | $151,429 | $123,793+22.3% | $177,821-14.8% | $79,858+89.6% |
| Participation rate | 83.5% | 84.7%-1.1pp | 87.7%-4.2pp | 69.6%+13.9pp |
| Annual return | 19.86% | 22.82%-3.0pp | 48.32%-28.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,369 | $4,095-17.7% | $5,918-43.1% | $2,471+36.4% |
| Participant deferral / active EE | $4,743 | $5,956-20.4% | $7,714-38.5% | $3,740+26.8% |
| Admin fee / account holder | $7,019 | $7,243-3.1% | $12,427-43.5% | $5,306+32.3% |