Filed January 22, 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 | $249,900 | $72,277+245.8% | $101,248+146.8% | $79,858+212.9% |
| Participation rate | 92.7% | 68.5%+24.2pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 11.08% | 22.30%-11.2pp | 46.47%-35.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $24,370 | $2,692+805.4% | $3,660+565.9% | $2,471+886.3% |
| Participant deferral / active EE | $6,773 | $3,282+106.4% | $4,370+55.0% | $3,740+81.1% |
| Admin fee / account holder | $130,525 | $4,400+2866.3% | $5,945+2095.4% | $5,306+2359.8% |