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 | $112,835 | $110,094+2.5% | $151,611-25.6% | $68,494+64.7% |
| Participation rate | 81.3% | 84.0%-2.7pp | 87.5%-6.2pp | 67.9%+13.4pp |
| Annual return | -17.45% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,634 | $4,471-18.7% | $6,166-41.1% | $2,596+40.0% |
| Participant deferral / active EE | $5,487 | $6,527-15.9% | $8,363-34.4% | $4,027+36.3% |
| Admin fee / account holder | $38,315 | $7,719+396.4% | $11,616+229.8% | $5,403+609.2% |