Filed May 16, 2012
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.
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 | $87,757 | $87,540+0.2% | $75,781+15.8% | $125,391-30.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.72% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,054 | $3,930-47.7% | $3,323-38.2% | $4,866-57.8% |
| Participant deferral / active EE | $6,017 | $4,229+42.3% | $3,651+64.8% | $5,352+12.4% |
| Admin fee / account holder | $2,275 | $6,502-65.0% | $5,299-57.1% | $9,540-76.2% |