Filed March 15, 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 | $37,797 | $165,912-77.2% | $122,332-69.1% | $147,584-74.4% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 13.52% | 34.55%-21.0pp | 30.27%-16.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,064 | $5,754-46.8% | $4,050-24.4% | $4,876-37.2% |
| Participant deferral / active EE | $2,364 | $4,005-41.0% | $3,287-28.1% | $5,439-56.5% |
| Admin fee / account holder | $3,727 | $7,424-49.8% | $5,478-32.0% | $10,885-65.8% |