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 | $33,900 | $94,529-64.1% | $140,016-75.8% | $64,186-47.2% |
| Participation rate | 93.8% | 84.1%+9.7pp | 87.5%+6.3pp | 69.6%+24.2pp |
| Annual return | -6.05% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,923 | $3,812-49.6% | $5,606-65.7% | $2,381-19.2% |
| Participant deferral / active EE | $3,081 | $5,250-41.3% | $6,927-55.5% | $3,470-11.2% |
| Admin fee / account holder | $5,769 | $6,741-14.4% | $10,705-46.1% | $4,888+18.0% |