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 | $84,601 | $57,281+47.7% | $86,612-2.3% | $75,163+12.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.60% | 2670.75%-2651.1pp | 591.07%-571.5pp | 160.62%-141.0pp |
| Employer contribution / active EE | $6,674 | $2,314+188.4% | $3,022+120.8% | $2,670+150.0% |
| Participant deferral / active EE | $6,902 | $3,318+108.0% | $4,438+55.5% | $4,125+67.3% |
| Admin fee / account holder | $3,764 | $4,112-8.5% | $5,614-33.0% | $5,651-33.4% |