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 | $41,066 | $176,662-76.8% | $130,648-68.6% | $152,861-73.1% |
| Participation rate | 85.7% | 79.0%+6.8pp | 71.7%+14.0pp | 82.4%+3.3pp |
| Annual return | 21.60% | 2692.24%-2670.6pp | 1708.96%-1687.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,146 | $5,742-45.2% | $4,092-23.1% | $4,762-33.9% |
| Participant deferral / active EE | $1,318 | $4,361-69.8% | $3,603-63.4% | $5,850-77.5% |
| Admin fee / account holder | $3,822 | $7,133-46.4% | $5,464-30.1% | $11,596-67.0% |