Filed January 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 | $37,765 | $72,177-47.7% | $115,037-67.2% | $59,632-36.7% |
| Participation rate | 80.8% | 72.6%+8.2pp | 81.4%-0.6pp | 68.7%+12.1pp |
| Annual return | -1.16% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,347 | $2,841-52.6% | $4,608-70.8% | $2,203-38.8% |
| Participant deferral / active EE | $3,614 | $4,783-24.4% | $6,026-40.0% | $3,192+13.2% |
| Admin fee / account holder | $1,670 | $4,927-66.1% | $8,175-79.6% | $4,297-61.1% |