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 | $68,480 | $53,127+28.9% | $86,590-20.9% | $70,131-2.4% |
| Participation rate | 82.6% | 65.3%+17.3pp | 73.5%+9.1pp | 69.5%+13.1pp |
| Annual return | 17.32% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $4,805 | $2,068+132.3% | $2,839+69.2% | $2,342+105.1% |
| Participant deferral / active EE | $8,187 | $2,696+203.7% | $3,609+126.9% | $3,332+145.7% |
| Admin fee / account holder | $4,033 | $3,585+12.5% | $4,906-17.8% | $4,645-13.2% |