Filed April 2, 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 | $45,598 | $77,813-41.4% | $123,544-63.1% | $64,186-29.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.75% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,757 | $3,014+57.8% | $4,628+2.8% | $2,381+99.8% |
| Participant deferral / active EE | $3,774 | $5,240-28.0% | $6,426-41.3% | $3,470+8.8% |
| Admin fee / account holder | $4,236 | $5,519-23.2% | $9,284-54.4% | $4,888-13.3% |