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 | $54,327 | $171,865-68.4% | $149,718-63.7% | $147,584-63.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.32% | 2113.22%-2097.9pp | 1501.63%-1486.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $4,144 | $6,275-34.0% | $5,445-23.9% | $4,876-15.0% |
| Participant deferral / active EE | $3,097 | $7,271-57.4% | $6,569-52.9% | $5,439-43.1% |
| Admin fee / account holder | $2,431 | $13,799-82.4% | $11,283-78.5% | $10,885-77.7% |