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 | $132,376 | $130,194+1.7% | $169,993-22.1% | $71,457+85.3% |
| Participation rate | 91.6% | 86.1%+5.4pp | 87.0%+4.6pp | 67.9%+23.7pp |
| Annual return | 15.41% | 20.37%-5.0pp | 53.37%-38.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,038 | $4,381-30.6% | $6,785-55.2% | $2,588+17.4% |
| Participant deferral / active EE | $7,509 | $6,923+8.5% | $10,408-27.9% | $4,289+75.1% |
| Admin fee / account holder | $9,082 | $966+840.5% | $12,815-29.1% | $1,587+472.1% |