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 | $101,058 | $91,552+10.4% | $133,956-24.6% | $79,858+26.5% |
| Participation rate | 84.7% | 73.3%+11.3pp | 79.8%+4.9pp | 69.6%+15.1pp |
| Annual return | 13.07% | 61.85%-48.8pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,701 | $2,384-28.7% | $3,919-56.6% | $2,471-31.2% |
| Participant deferral / active EE | $4,192 | $3,733+12.3% | $5,048-16.9% | $3,740+12.1% |
| Admin fee / account holder | $1,782 | $6,321-71.8% | $8,927-80.0% | $5,306-66.4% |