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 | $245,005 | $73,933+231.4% | $96,683+153.4% | $75,163+226.0% |
| Participation rate | 82.6% | 66.4%+16.2pp | 74.3%+8.3pp | 67.2%+15.4pp |
| Annual return | 16.46% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $6,917 | $2,928+136.3% | $3,737+85.1% | $2,670+159.1% |
| Participant deferral / active EE | $5,373 | $3,659+46.9% | $4,878+10.1% | $4,125+30.3% |
| Admin fee / account holder | $16,112 | $5,216+208.9% | $6,730+139.4% | $5,651+185.1% |