Filed January 3, 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,461 | $65,322-65.6% | $70,449-68.1% | $73,488-69.4% |
| Participation rate | 71.8% | 77.0%-5.2pp | 75.1%-3.3pp | 70.7%+1.1pp |
| Annual return | 7.19% | 15.71%-8.5pp | 109.03%-101.8pp | 28.51%-21.3pp |
| Employer contribution / active EE | $1,540 | $2,460-37.4% | $2,737-43.7% | $2,270-32.2% |
| Participant deferral / active EE | $2,266 | $3,375-32.9% | $3,709-38.9% | $3,740-39.4% |
| Admin fee / account holder | $420 | $214+96.4% | $3,845-89.1% | $513-18.1% |