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 | $51,331 | $152,509-66.3% | $117,472-56.3% | $134,475-61.8% |
| Participation rate | 84.2% | 77.1%+7.1pp | 70.6%+13.6pp | 81.2%+3.0pp |
| Annual return | -17.82% | 52.99%-70.8pp | 29.74%-47.6pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,166 | $5,571-43.2% | $4,176-24.2% | $4,740-33.2% |
| Participant deferral / active EE | $2,090 | $4,818-56.6% | $4,070-48.7% | $6,400-67.3% |
| Admin fee / account holder | $2,023 | $7,004-71.1% | $5,645-64.2% | $11,426-82.3% |