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 | $117,647 | $96,484+21.9% | $156,263-24.7% | $74,304+58.3% |
| Participation rate | 88.7% | 67.7%+21.0pp | 78.9%+9.8pp | 60.3%+28.3pp |
| Annual return | 14.58% | 17.73%-3.1pp | 59.47%-44.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,127 | $2,528-15.9% | $4,333-50.9% | $2,241-5.1% |
| Participant deferral / active EE | $5,566 | $4,286+29.9% | $6,158-9.6% | $3,767+47.7% |
| Admin fee / account holder | $5,266 | $3,728+41.3% | $14,255-63.1% | $2,969+77.4% |