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 | $111,788 | $48,076+132.5% | $78,689+42.1% | $62,891+77.7% |
| Participation rate | 94.7% | 65.2%+29.5pp | 73.6%+21.2pp | 69.3%+25.4pp |
| Annual return | 8.64% | 31.35%-22.7pp | 62.18%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $11,530 | $2,015+472.3% | $2,851+304.5% | $2,281+405.5% |
| Participant deferral / active EE | $5,247 | $2,588+102.8% | $3,517+49.2% | $3,203+63.8% |
| Admin fee / account holder | $658 | $3,207-79.5% | $4,510-85.4% | $4,296-84.7% |