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 | $67,856 | $57,065+18.9% | $75,670-10.3% | $70,131-3.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 17.62% | 23.57%-5.9pp | 27.34%-9.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $3,344 | $1,817+84.1% | $2,352+42.2% | $2,342+42.7% |
| Participant deferral / active EE | $3,883 | $2,580+50.5% | $3,142+23.6% | $3,332+16.6% |
| Admin fee / account holder | $1,065 | $3,825-72.2% | $5,800-81.6% | $4,645-77.1% |