Filed April 19, 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 | $47,536 | $70,002-32.1% | $115,037-58.7% | $52,331-9.2% |
| Participation rate | 92.2% | 72.1%+20.1pp | 81.4%+10.9pp | 68.1%+24.1pp |
| Annual return | -1.23% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $779 | $2,715-71.3% | $4,608-83.1% | $1,882-58.6% |
| Participant deferral / active EE | $2,860 | $4,920-41.9% | $6,026-52.5% | $3,022-5.4% |
| Admin fee / account holder | $776 | $566+37.1% | $8,175-90.5% | $592+31.2% |