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 | $41,124 | $58,828-30.1% | $77,999-47.3% | $62,891-34.6% |
| Participation rate | 85.7% | 71.1%+14.7pp | 75.5%+10.2pp | 69.3%+16.4pp |
| Annual return | 9.19% | 17.16%-8.0pp | 425.96%-416.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $609 | $1,672-63.6% | $2,470-75.4% | $2,281-73.3% |
| Participant deferral / active EE | $4,070 | $2,686+51.6% | $3,497+16.4% | $3,203+27.1% |
| Admin fee / account holder | $599 | $4,393-86.4% | $5,480-89.1% | $4,296-86.0% |