Filed March 25, 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 | $167,408 | $76,000+120.3% | $154,107+8.6% | $64,186+160.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 15.01% | 30.32%-15.3pp | 735.12%-720.1pp | 7.63%+7.4pp |
| Employer contribution / active EE | $11,636 | $3,351+247.3% | $5,298+119.6% | $2,381+388.7% |
| Participant deferral / active EE | $7,611 | $3,175+139.7% | $5,081+49.8% | $3,470+119.4% |
| Admin fee / account holder | $1,921 | $5,596-65.7% | $13,411-85.7% | $4,888-60.7% |