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 | $97,874 | $201,272-51.4% | $184,203-46.9% | $145,922-32.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.62% | 29.00%-11.4pp | 28.81%-11.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,828 | $7,022-45.5% | $6,427-40.4% | $4,660-17.9% |
| Participant deferral / active EE | $3,210 | $9,806-67.3% | $9,131-64.8% | $6,688-52.0% |
| Admin fee / account holder | $3,770 | $16,364-77.0% | $13,901-72.9% | $13,397-71.9% |