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 | $88,080 | $65,409+34.7% | $98,442-10.5% | $85,850+2.6% |
| Participation rate | 98.5% | 65.0%+33.5pp | 73.3%+25.1pp | 69.3%+29.1pp |
| Annual return | 14.63% | 21.76%-7.1pp | 1492.73%-1478.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $6,828 | $2,168+215.0% | $2,960+130.7% | $2,565+166.2% |
| Participant deferral / active EE | $6,729 | $3,166+112.5% | $4,276+57.4% | $3,952+70.3% |
| Admin fee / account holder | $5,004 | $4,593+8.9% | $5,949-15.9% | $6,260-20.1% |