Filed June 20, 2012 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,647 | $109,359-40.0% | $162,163-59.5% | $72,985-10.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.93% | 25.46%-2.5pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,848 | $3,907-27.1% | $5,614-49.3% | $2,440+16.7% |
| Participant deferral / active EE | $2,557 | $5,481-53.3% | $7,298-65.0% | $3,607-29.1% |
| Admin fee / account holder | $458 | $7,972-94.3% | $10,843-95.8% | $5,124-91.1% |