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 | $30,661 | $53,127-42.3% | $86,590-64.6% | $70,131-56.3% |
| Participation rate | 88.2% | 65.3%+22.9pp | 73.5%+14.7pp | 69.5%+18.7pp |
| Annual return | 19.08% | 27.66%-8.6pp | 964.84%-945.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,976 | $2,068-4.5% | $2,839-30.4% | $2,342-15.6% |
| Participant deferral / active EE | $1,424 | $2,696-47.2% | $3,609-60.5% | $3,332-57.3% |
| Admin fee / account holder | $3,125 | $3,585-12.8% | $4,906-36.3% | $4,645-32.7% |