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 | $156,875 | $137,414+14.2% | $189,513-17.2% | $85,850+82.7% |
| Participation rate | 84.4% | 84.6%-0.2pp | 87.8%-3.4pp | 69.3%+15.1pp |
| Annual return | 15.91% | 38.14%-22.2pp | 555.15%-539.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,496 | $4,344-19.5% | $6,162-43.3% | $2,565+36.3% |
| Participant deferral / active EE | $5,157 | $6,260-17.6% | $8,221-37.3% | $3,952+30.5% |
| Admin fee / account holder | $7,790 | $8,630-9.7% | $12,045-35.3% | $6,260+24.4% |