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 | $42,419 | $110,094-61.5% | $151,611-72.0% | $68,494-38.1% |
| Participation rate | 98.2% | 84.0%+14.2pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -14.45% | -10.12%-4.3pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,135 | $4,471-52.2% | $6,166-65.4% | $2,596-17.8% |
| Participant deferral / active EE | $4,236 | $6,527-35.1% | $8,363-49.4% | $4,027+5.2% |
| Admin fee / account holder | $4,101 | $7,719-46.9% | $11,616-64.7% | $5,403-24.1% |