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 | $101,280 | $67,411+50.2% | $91,001+11.3% | $70,131+44.4% |
| Participation rate | 90.5% | 71.4%+19.1pp | 75.6%+14.9pp | 69.5%+20.9pp |
| Annual return | 34.66% | -40.16%+74.8pp | 4.60%+30.1pp | 73.14%-38.5pp |
| Employer contribution / active EE | $5,685 | $1,786+218.3% | $2,456+131.5% | $2,342+142.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,491 | $4,236+6.0% | $5,417-17.1% | $4,645-3.3% |