Filed May 9, 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 | $84,927 | $121,098-29.9% | $125,175-32.2% | - |
| Participation rate | 90.9% | 74.4%+16.6pp | 79.8%+11.1pp | - |
| Annual return | 19.33% | 15.50%+3.8pp | 43.79%-24.5pp | - |
| Employer contribution / active EE | $1,651 | $1,930-14.5% | $3,865-57.3% | - |
| Participant deferral / active EE | $4,005 | $3,481+15.1% | $4,937-18.9% | - |
| Admin fee / account holder | $1,524 | $16,883-91.0% | $9,702-84.3% | - |