Filed April 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 | $37,823 | $100,041-62.2% | $149,718-74.7% | $70,131-46.1% |
| Participation rate | 76.1% | 83.6%-7.5pp | 87.1%-11.0pp | 69.5%+6.5pp |
| Annual return | 22.78% | 27.43%-4.6pp | 1501.63%-1478.8pp | 73.14%-50.4pp |
| Employer contribution / active EE | $1,685 | $3,662-54.0% | $5,445-69.1% | $2,342-28.1% |
| Participant deferral / active EE | $2,417 | $4,983-51.5% | $6,569-63.2% | $3,332-27.5% |
| Admin fee / account holder | $1,260 | $8,286-84.8% | $11,283-88.8% | $4,645-72.9% |