Filed January 1, 2012 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,780 | $76,552+166.2% | $123,892+64.5% | $62,891+224.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.41% | 18.68%-16.3pp | 47.52%-45.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,353 | $2,883-53.1% | $4,617-70.7% | $2,281-40.7% |
| Participant deferral / active EE | $9,051 | $4,840+87.0% | $5,984+51.2% | $3,203+182.6% |
| Admin fee / account holder | $3,155 | $4,826-34.6% | $8,357-62.2% | $4,296-26.6% |