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 | $163,711 | $197,591-17.1% | $177,821-7.9% | $158,922+3.0% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 11.10% | 58.76%-47.7pp | 48.32%-37.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $4,598 | $6,697-31.4% | $5,918-22.3% | $4,761-3.4% |
| Participant deferral / active EE | $9,047 | $8,405+7.6% | $7,714+17.3% | $5,982+51.2% |
| Admin fee / account holder | $6,255 | $15,399-59.4% | $12,427-49.7% | $11,246-44.4% |