Filed March 9, 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 | $49,686 | $48,274+2.9% | $63,517-21.8% | $59,632-16.7% |
| Participation rate | 85.5% | 66.3%+19.2pp | 71.0%+14.5pp | 68.7%+16.9pp |
| Annual return | -0.06% | -240.79%+240.7pp | -70.30%+70.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,571 | $1,586+62.1% | $2,322+10.7% | $2,203+16.7% |
| Participant deferral / active EE | $3,252 | $2,343+38.8% | $2,953+10.1% | $3,192+1.9% |
| Admin fee / account holder | $4,191 | $3,600+16.4% | $5,892-28.9% | $4,297-2.5% |