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 | $190,087 | $123,793+53.6% | $177,821+6.9% | $79,858+138.0% |
| Participation rate | 98.9% | 84.7%+14.2pp | 87.7%+11.2pp | 69.6%+29.3pp |
| Annual return | 17.14% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $11,067 | $4,095+170.2% | $5,918+87.0% | $2,471+347.9% |
| Participant deferral / active EE | $6,167 | $5,956+3.5% | $7,714-20.1% | $3,740+64.9% |
| Admin fee / account holder | $7,722 | $7,243+6.6% | $12,427-37.9% | $5,306+45.5% |