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 | $121,636 | $167,484-27.4% | $151,611-19.8% | $134,475-9.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.74% | 7.80%-23.5pp | 3.33%-19.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,369 | $6,829-36.0% | $6,166-29.1% | $4,740-7.8% |
| Participant deferral / active EE | $8,837 | $8,986-1.7% | $8,363+5.7% | $6,400+38.1% |
| Admin fee / account holder | $10,790 | $13,783-21.7% | $11,616-7.1% | $11,426-5.6% |