Filed August 7, 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 | $139,394 | $100,041+39.3% | $149,718-6.9% | $70,131+98.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.70% | 27.43%-6.7pp | 1501.63%-1480.9pp | 73.14%-52.4pp |
| Employer contribution / active EE | $4,152 | $3,662+13.4% | $5,445-23.8% | $2,342+77.2% |
| Participant deferral / active EE | $4,219 | $4,983-15.3% | $6,569-35.8% | $3,332+26.6% |
| Admin fee / account holder | $5,369 | $8,286-35.2% | $11,283-52.4% | $4,645+15.6% |