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 | $92,185 | $86,655+6.4% | $119,609-22.9% | $66,914+37.8% |
| Participation rate | 86.4% | 75.6%+10.8pp | 79.3%+7.1pp | 69.8%+16.6pp |
| Annual return | -17.21% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,903 | $2,536-25.0% | $4,232-55.0% | $2,544-25.2% |
| Participant deferral / active EE | $4,905 | $4,358+12.5% | $5,602-12.4% | $4,237+15.8% |
| Admin fee / account holder | $4,952 | $755+556.1% | $10,323-52.0% | $593+734.7% |