Filed January 10, 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 | $212,194 | $150,440+41.0% | $136,294+55.7% | $147,584+43.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 12.33% | 1049.08%-1036.8pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,369 | $5,256-54.9% | $4,695-49.5% | $4,876-51.4% |
| Participant deferral / active EE | $3,588 | $6,630-45.9% | $6,247-42.6% | $5,439-34.0% |
| Admin fee / account holder | $1,815 | $10,905-83.4% | $9,243-80.4% | $10,885-83.3% |