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 | $73,506 | $60,124+22.3% | $90,404-18.7% | $79,858-8.0% |
| Participation rate | 98.6% | 65.0%+33.6pp | 72.7%+25.9pp | 69.6%+29.0pp |
| Annual return | 16.36% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $6,899 | $2,068+233.6% | $3,262+111.5% | $2,471+179.2% |
| Participant deferral / active EE | $5,764 | $2,938+96.2% | $3,963+45.4% | $3,740+54.1% |
| Admin fee / account holder | $9,796 | $3,976+146.4% | $5,611+74.6% | $5,306+84.6% |