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 | $95,344 | $102,553-7.0% | $151,611-37.1% | $66,914+42.5% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -12.34% | -10.82%-1.5pp | 3.33%-15.7pp | 1.58%-13.9pp |
| Employer contribution / active EE | $3,571 | $4,180-14.6% | $6,166-42.1% | $2,544+40.4% |
| Participant deferral / active EE | $7,205 | $6,641+8.5% | $8,363-13.9% | $4,237+70.1% |
| Admin fee / account holder | $7,136 | $630+1033.1% | $11,616-38.6% | $593+1102.9% |