Filed February 1, 2012 (most recent of 2 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 | $85,892 | $87,841-2.2% | $133,980-35.9% | $62,891+36.6% |
| Participation rate | 93.8% | 83.4%+10.4pp | 87.1%+6.7pp | 69.3%+24.4pp |
| Annual return | 6.58% | 12.05%-5.5pp | 29.30%-22.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,083 | $3,483-11.5% | $5,211-40.8% | $2,281+35.2% |
| Participant deferral / active EE | $4,810 | $4,8120% | $6,282-23.4% | $3,203+50.2% |
| Admin fee / account holder | $9,087 | $5,371+69.2% | $9,324-2.5% | $4,296+111.5% |