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 | $52,044 | $137,414-62.1% | $189,513-72.5% | $85,850-39.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.77% | 38.14%-25.4pp | 555.15%-542.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,307 | $4,344-46.9% | $6,162-62.6% | $2,565-10.1% |
| Participant deferral / active EE | $4,463 | $6,260-28.7% | $8,221-45.7% | $3,952+12.9% |
| Admin fee / account holder | $1,979 | $8,630-77.1% | $12,045-83.6% | $6,260-68.4% |