Filed August 11, 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 | $72,486 | $49,025+47.9% | $87,507-17.2% | $62,891+15.3% |
| Participation rate | 97.1% | 64.9%+32.2pp | 73.8%+23.2pp | 69.3%+27.8pp |
| Annual return | 2486.11% | 10.02%+2476.1pp | 12.21%+2473.9pp | 20.14%+2466.0pp |
| Employer contribution / active EE | $1,531 | $1,372+11.6% | $2,550-40.0% | $2,281-32.9% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,353 | $4,065+7.1% | $4,221+3.1% | $4,296+1.3% |