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 | $56,092 | $54,762+2.4% | $90,281-37.9% | $72,985-23.1% |
| Participation rate | 93.2% | 65.1%+28.0pp | 73.3%+19.9pp | 69.5%+23.7pp |
| Annual return | 21.25% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $5,248 | $2,092+150.8% | $2,854+83.9% | $2,440+115.1% |
| Participant deferral / active EE | $4,511 | $2,887+56.3% | $3,885+16.1% | $3,607+25.1% |
| Admin fee / account holder | $8,349 | $3,972+110.2% | $5,351+56.0% | $5,124+62.9% |