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 | $223,023 | $77,899+186.3% | $149,673+49.0% | $75,163+196.7% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.1pp | 67.2%+30.6pp |
| Annual return | 15.49% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $7,320 | $3,137+133.3% | $4,818+51.9% | $2,670+174.2% |
| Participant deferral / active EE | $5,511 | $3,411+61.6% | $5,680-3.0% | $4,125+33.6% |
| Admin fee / account holder | $7,434 | $5,956+24.8% | $13,210-43.7% | $5,651+31.6% |