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 | $44,326 | $123,793-64.2% | $177,821-75.1% | $79,858-44.5% |
| Participation rate | 92.7% | 84.7%+8.1pp | 87.7%+5.0pp | 69.6%+23.1pp |
| Annual return | 12.24% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,858 | $4,095-54.6% | $5,918-68.6% | $2,471-24.8% |
| Participant deferral / active EE | $3,218 | $5,956-46.0% | $7,714-58.3% | $3,740-14.0% |
| Admin fee / account holder | $1,808 | $7,243-75.0% | $12,427-85.5% | $5,306-65.9% |