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 | $216,145 | $95,416+126.5% | $185,823+16.3% | $85,850+151.8% |
| Participation rate | 98.8% | 68.8%+30.0pp | 81.7%+17.1pp | 69.3%+29.5pp |
| Annual return | 44.25% | 23.59%+20.7pp | 122.05%-77.8pp | 318.53%-274.3pp |
| Employer contribution / active EE | $6,515 | $3,314+96.6% | $5,167+26.1% | $2,565+154.0% |
| Participant deferral / active EE | $8,778 | $3,423+156.4% | $5,568+57.7% | $3,952+122.1% |
| Admin fee / account holder | $9,102 | $7,213+26.2% | $16,237-43.9% | $6,260+45.4% |