Filed June 25, 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 | $108,814 | $45,152+141.0% | $73,843+47.4% | $59,632+82.5% |
| Participation rate | 87.9% | 64.0%+23.9pp | 73.4%+14.5pp | 68.7%+19.3pp |
| Annual return | -0.83% | 27.40%-28.2pp | 2267.84%-2268.7pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $9,609 | $1,902+405.3% | $2,787+244.7% | $2,203+336.2% |
| Participant deferral / active EE | $4,646 | $2,574+80.5% | $3,583+29.7% | $3,192+45.6% |
| Admin fee / account holder | $13,433 | $3,516+282.0% | $4,880+175.3% | $4,297+212.6% |