Filed February 6, 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 | $50,155 | $87,841-42.9% | $133,980-62.6% | $62,891-20.3% |
| Participation rate | 91.4% | 83.4%+8.0pp | 87.1%+4.3pp | 69.3%+22.1pp |
| Annual return | 6.59% | 12.05%-5.5pp | 29.30%-22.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,593 | $3,483-54.3% | $5,211-69.4% | $2,281-30.2% |
| Participant deferral / active EE | $3,191 | $4,812-33.7% | $6,282-49.2% | $3,203-0.4% |
| Admin fee / account holder | $5,094 | $5,371-5.2% | $9,324-45.4% | $4,296+18.6% |