Filed April 2, 2012 (most recent of 6 filings on file)
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 | $148,419 | $123,793+19.9% | $177,821-16.5% | $79,858+85.9% |
| Participation rate | 97.2% | 84.7%+12.6pp | 87.7%+9.5pp | 69.6%+27.6pp |
| Annual return | 20.83% | 22.82%-2.0pp | 48.32%-27.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $4,407 | $4,095+7.6% | $5,918-25.5% | $2,471+78.4% |
| Participant deferral / active EE | $3,972 | $5,956-33.3% | $7,714-48.5% | $3,740+6.2% |
| Admin fee / account holder | $2,975 | $7,243-58.9% | $12,427-76.1% | $5,306-43.9% |