Filed May 17, 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 8-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 | $159,303 | $160,055-0.5% | $140,016+13.8% | $135,375+17.7% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -6.54% | 911.38%-917.9pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $5,348 | $6,420-16.7% | $5,606-4.6% | $4,779+11.9% |
| Participant deferral / active EE | $9,983 | $7,642+30.6% | $6,927+44.1% | $5,609+78.0% |
| Admin fee / account holder | $17,971 | $13,328+34.8% | $10,705+67.9% | $10,827+66.0% |