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 | $105,770 | $82,978+27.5% | $129,995-18.6% | $71,457+48.0% |
| Participation rate | 85.8% | 74.1%+11.8pp | 78.5%+7.4pp | 67.9%+17.9pp |
| Annual return | 16.02% | 20.60%-4.6pp | -137.18%+153.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,947 | $2,622-25.7% | $4,320-54.9% | $2,588-24.8% |
| Participant deferral / active EE | $5,156 | $4,432+16.3% | $5,820-11.4% | $4,289+20.2% |
| Admin fee / account holder | $13,250 | $1,729+666.4% | $10,614+24.8% | $1,587+734.8% |