Filed May 20, 2012 (most recent of 5 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,010 | $82,032-61.0% | $123,104-74.0% | $59,632-46.3% |
| Participation rate | 88.1% | 83.2%+4.9pp | 86.8%+1.3pp | 68.7%+19.4pp |
| Annual return | -1.25% | 5.12%-6.4pp | 13.22%-14.5pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $281 | $3,297-91.5% | $5,151-94.6% | $2,203-87.3% |
| Participant deferral / active EE | $1,904 | $4,667-59.2% | $6,230-69.4% | $3,192-40.3% |
| Admin fee / account holder | $2,255 | $5,881-61.6% | $9,015-75.0% | $4,297-47.5% |