Filed March 18, 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 | $117,678 | $102,553+14.7% | $151,611-22.4% | $66,914+75.9% |
| Participation rate | 92.0% | 85.5%+6.5pp | 87.5%+4.5pp | 69.8%+22.2pp |
| Annual return | -14.67% | -10.82%-3.8pp | 3.33%-18.0pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,800 | $4,180-33.0% | $6,166-54.6% | $2,544+10.1% |
| Participant deferral / active EE | $7,369 | $6,641+11.0% | $8,363-11.9% | $4,237+73.9% |
| Admin fee / account holder | $5,567 | $630+783.9% | $11,616-52.1% | $593+838.3% |