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 | $63,482 | $183,963-65.5% | $162,163-60.9% | $152,861-58.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.34% | 150.76%-131.4pp | 115.59%-96.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,554 | $6,371-44.2% | $5,614-36.7% | $4,762-25.4% |
| Participant deferral / active EE | $4,140 | $8,034-48.5% | $7,298-43.3% | $5,850-29.2% |
| Admin fee / account holder | $441 | $13,121-96.6% | $10,843-95.9% | $11,596-96.2% |