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.
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 | $93,212 | $137,414-32.2% | $189,513-50.8% | $85,850+8.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.83% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,110 | $4,344-28.4% | $6,162-49.5% | $2,565+21.2% |
| Participant deferral / active EE | $3,109 | $6,260-50.3% | $8,221-62.2% | $3,952-21.3% |
| Admin fee / account holder | $695 | $8,630-91.9% | $12,045-94.2% | $6,260-88.9% |