Filed February 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,796 | $45,152-29.6% | $73,843-56.9% | $59,632-46.7% |
| Participation rate | 92.5% | 64.0%+28.5pp | 73.4%+19.1pp | 68.7%+23.8pp |
| Annual return | 0.32% | 27.40%-27.1pp | 2267.84%-2267.5pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $3,414 | $1,902+79.5% | $2,787+22.5% | $2,203+55.0% |
| Participant deferral / active EE | $2,393 | $2,574-7.0% | $3,583-33.2% | $3,192-25.0% |
| Admin fee / account holder | $1,677 | $3,516-52.3% | $4,880-65.6% | $4,297-61.0% |