Filed March 7, 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.
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 | $158,902 | $109,359+45.3% | $162,163-2.0% | $72,985+117.7% |
| Participation rate | 97.8% | 84.3%+13.5pp | 87.6%+10.2pp | 69.5%+28.3pp |
| Annual return | 24.52% | 25.46%-0.9pp | 115.59%-91.1pp | 81.00%-56.5pp |
| Employer contribution / active EE | $10,776 | $3,907+175.8% | $5,614+92.0% | $2,440+341.7% |
| Participant deferral / active EE | $5,849 | $5,481+6.7% | $7,298-19.9% | $3,607+62.1% |
| Admin fee / account holder | $3,142 | $7,972-60.6% | $10,843-71.0% | $5,124-38.7% |