Filed January 19, 2012 (most recent of 9 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,129 | $153,772-70.7% | $133,980-66.3% | $273,961-83.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.60% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,685 | $6,029-55.5% | $5,211-48.5% | $4,869-44.8% |
| Participant deferral / active EE | $2,929 | $6,958-57.9% | $6,282-53.4% | $5,287-44.6% |
| Admin fee / account holder | $1,854 | $11,765-84.2% | $9,324-80.1% | $10,132-81.7% |