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 | $177,721 | $110,094+61.4% | $151,611+17.2% | $68,494+159.5% |
| Participation rate | 98.6% | 84.0%+14.7pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -15.36% | -10.12%-5.2pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $12,126 | $4,471+171.2% | $6,166+96.7% | $2,596+367.0% |
| Participant deferral / active EE | $7,099 | $6,527+8.8% | $8,363-15.1% | $4,027+76.3% |
| Admin fee / account holder | $10,977 | $7,719+42.2% | $11,616-5.5% | $5,403+103.2% |