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 | $36,497 | $158,817-77.0% | $121,196-69.9% | $135,375-73.0% |
| Participation rate | 86.7% | 79.3%+7.4pp | 71.7%+14.9pp | 82.6%+4.0pp |
| Annual return | -8.69% | -0.64%-8.1pp | 16.93%-25.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $3,937 | $5,665-30.5% | $4,022-2.1% | $4,779-17.6% |
| Participant deferral / active EE | $1,566 | $4,005-60.9% | $3,344-53.2% | $5,609-72.1% |
| Admin fee / account holder | $492 | $6,512-92.4% | $5,019-90.2% | $10,827-95.5% |