Filed May 27, 2012 (most recent of 2 filings on file)
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 | $205,203 | $54,705+275.1% | $71,209+188.2% | $84,808+142.0% |
| Participation rate | 98.2% | 64.1%+34.2pp | 73.8%+24.5pp | 68.3%+29.9pp |
| Annual return | 16.29% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,789 | $2,158+353.6% | $2,721+259.8% | $2,631+272.1% |
| Participant deferral / active EE | $14,745 | $3,030+386.6% | $4,175+253.2% | $4,212+250.1% |
| Admin fee / account holder | $10,456 | $4,863+115.0% | $5,349+95.5% | $7,344+42.4% |