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 | $59,146 | $185,200-68.1% | $142,863-58.6% | $167,490-64.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.04% | 8555.70%-8542.7pp | 5637.54%-5624.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,119 | $5,604-44.3% | $4,144-24.7% | $4,837-35.5% |
| Participant deferral / active EE | $2,020 | $4,494-55.1% | $3,837-47.4% | $6,341-68.1% |
| Admin fee / account holder | $9,838 | $8,031+22.5% | $6,560+50.0% | $12,309-20.1% |