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 | $137,330 | $138,347-0.7% | $184,203-25.4% | $80,856+69.8% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.6%+10.1pp |
| Annual return | 13.80% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,197 | $4,850-13.5% | $6,427-34.7% | $2,755+52.3% |
| Participant deferral / active EE | $5,691 | $7,071-19.5% | $9,131-37.7% | $4,296+32.5% |
| Admin fee / account holder | $20,448 | $10,483+95.0% | $13,901+47.1% | $6,918+195.6% |