Filed April 2, 2012
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 | $103,380 | $94,625+9.3% | $116,228-11.1% | $84,808+21.9% |
| Participation rate | 71.0% | 70.4%+0.5pp | 74.6%-3.6pp | 68.3%+2.7pp |
| Annual return | 16.20% | 20.40%-4.2pp | 90.06%-73.9pp | 40.90%-24.7pp |
| Employer contribution / active EE | $721 | $2,347-69.3% | $2,994-75.9% | $2,631-72.6% |
| Participant deferral / active EE | $5,507 | $3,972+38.6% | $4,953+11.2% | $4,212+30.8% |
| Admin fee / account holder | $2,004 | $10,091-80.1% | $11,989-83.3% | $7,344-72.7% |