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 | $147,882 | $122,239+21.0% | $184,203-19.7% | $74,495+98.5% |
| Participation rate | 92.0% | 85.5%+6.6pp | 86.8%+5.2pp | 67.2%+24.8pp |
| Annual return | 17.76% | 19.95%-2.2pp | 28.81%-11.1pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $3,020 | $4,537-33.4% | $6,427-53.0% | $2,623+15.1% |
| Participant deferral / active EE | $7,555 | $7,139+5.8% | $9,131-17.3% | $4,346+73.8% |
| Admin fee / account holder | $9,327 | $1,260+640.5% | $13,901-32.9% | $1,942+380.4% |