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 | $123,913 | $125,758-1.5% | $169,993-27.1% | $75,163+64.9% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 20.71% | 27.20%-6.5pp | 53.37%-32.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,924 | $4,615-15.0% | $6,785-42.2% | $2,670+47.0% |
| Participant deferral / active EE | $5,455 | $6,837-20.2% | $10,408-47.6% | $4,125+32.2% |
| Admin fee / account holder | $14,999 | $8,173+83.5% | $12,815+17.0% | $5,651+165.4% |