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 | $157,496 | $54,350+189.8% | $82,719+90.4% | $68,494+129.9% |
| Participation rate | 96.9% | 63.9%+33.0pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -16.71% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $20,077 | $2,218+805.1% | $3,009+567.2% | $2,596+673.3% |
| Participant deferral / active EE | $8,961 | $3,246+176.1% | $4,395+103.9% | $4,027+122.5% |
| Admin fee / account holder | $18,867 | $4,395+329.2% | $5,329+254.1% | $5,403+249.2% |