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 | $75,979 | $197,591-61.5% | $177,821-57.3% | $158,922-52.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.98% | 58.76%-43.8pp | 48.32%-33.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,344 | $6,697-35.1% | $5,918-26.6% | $4,761-8.8% |
| Participant deferral / active EE | $4,194 | $8,405-50.1% | $7,714-45.6% | $5,982-29.9% |
| Admin fee / account holder | $2,750 | $15,399-82.1% | $12,427-77.9% | $11,246-75.5% |