Filed April 1, 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 | $54,789 | $48,076+14.0% | $78,689-30.4% | $62,891-12.9% |
| Participation rate | 87.2% | 65.2%+22.0pp | 73.6%+13.6pp | 69.3%+17.9pp |
| Annual return | 6.33% | 31.35%-25.0pp | 62.18%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,915 | $2,015+143.9% | $2,851+72.4% | $2,281+115.5% |
| Participant deferral / active EE | $8,316 | $2,588+221.4% | $3,517+136.5% | $3,203+159.6% |
| Admin fee / account holder | $10,766 | $3,207+235.7% | $4,510+138.7% | $4,296+150.6% |