Filed January 23, 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 | $138,070 | $94,625+45.9% | $116,228+18.8% | $84,808+62.8% |
| Participation rate | 80.8% | 70.4%+10.3pp | 74.6%+6.2pp | 68.3%+12.5pp |
| Annual return | 15.30% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,770 | $2,347-24.6% | $2,994-40.9% | $2,631-32.7% |
| Participant deferral / active EE | $2,538 | $3,972-36.1% | $4,953-48.8% | $4,212-39.7% |
| Admin fee / account holder | $20,401 | $10,091+102.2% | $11,989+70.2% | $7,344+177.8% |