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 | $157,181 | $185,822-15.4% | $169,993-7.5% | $139,434+12.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.51% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $5,188 | $7,590-31.7% | $6,785-23.5% | $4,751+9.2% |
| Participant deferral / active EE | $11,368 | $11,622-2.2% | $10,408+9.2% | $6,710+69.4% |
| Admin fee / account holder | $6,754 | $15,381-56.1% | $12,815-47.3% | $11,403-40.8% |