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 | $163,691 | $48,076+240.5% | $78,689+108.0% | $62,891+160.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.33% | 31.35%-22.0pp | 62.18%-52.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $23,224 | $2,015+1052.7% | $2,851+714.7% | $2,281+918.2% |
| Participant deferral / active EE | $13,062 | $2,588+404.8% | $3,517+271.4% | $3,203+307.8% |
| Admin fee / account holder | $21,884 | $3,207+582.3% | $4,510+385.2% | $4,296+409.4% |