Filed April 24, 2012
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 | $63,142 | $98,750-36.1% | $149,696-57.8% | $79,858-20.9% |
| Participation rate | 85.3% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.7pp |
| Annual return | 13.91% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,991 | $3,216-38.1% | $4,644-57.1% | $2,471-19.4% |
| Participant deferral / active EE | $8,609 | $5,680+51.6% | $6,842+25.8% | $3,740+130.2% |
| Admin fee / account holder | $5,247 | $6,053-13.3% | $9,309-43.6% | $5,306-1.1% |