Filed January 1, 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 | $108,099 | $109,359-1.2% | $162,163-33.3% | $72,985+48.1% |
| Participation rate | 92.7% | 84.3%+8.4pp | 87.6%+5.1pp | 69.5%+23.2pp |
| Annual return | 24.96% | 25.46%-0.5pp | 115.59%-90.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,951 | $3,907-24.5% | $5,614-47.4% | $2,440+21.0% |
| Participant deferral / active EE | $5,884 | $5,481+7.4% | $7,298-19.4% | $3,607+63.1% |
| Admin fee / account holder | $2,839 | $7,972-64.4% | $10,843-73.8% | $5,124-44.6% |