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 | $153,904 | $148,978+3.3% | $200,582-23.3% | $84,808+81.5% |
| Participation rate | 72.8% | 84.2%-11.4pp | 86.9%-14.0pp | 68.3%+4.5pp |
| Annual return | 17.87% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,424 | $4,815-28.9% | $6,419-46.7% | $2,631+30.2% |
| Participant deferral / active EE | $5,127 | $7,142-28.2% | $9,331-45.1% | $4,212+21.7% |
| Admin fee / account holder | $24,180 | $13,977+73.0% | $16,305+48.3% | $7,344+229.3% |