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 | $78,164 | $125,758-37.8% | $169,993-54.0% | $75,163+4.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.74% | 27.20%-8.5pp | 53.37%-34.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,356 | $4,615-27.3% | $6,785-50.5% | $2,670+25.7% |
| Participant deferral / active EE | $2,649 | $6,837-61.3% | $10,408-74.5% | $4,125-35.8% |
| Admin fee / account holder | $5,534 | $8,173-32.3% | $12,815-56.8% | $5,651-2.1% |