Filed March 8, 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 | $122,413 | $87,841+39.4% | $133,980-8.6% | $62,891+94.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 16.07% | 12.05%+4.0pp | 29.30%-13.2pp | 20.14%-4.1pp |
| Employer contribution / active EE | $15,820 | $3,483+354.2% | $5,211+203.6% | $2,281+593.6% |
| Participant deferral / active EE | $10,872 | $4,812+125.9% | $6,282+73.1% | $3,203+239.4% |
| Admin fee / account holder | $10,768 | $5,371+100.5% | $9,324+15.5% | $4,296+150.7% |