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 | $44,295 | $125,758-64.8% | $169,993-73.9% | $75,163-41.1% |
| Participation rate | 95.4% | 83.6%+11.8pp | 87.0%+8.4pp | 67.2%+28.2pp |
| Annual return | 15.46% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,140 | $4,615-53.6% | $6,785-68.5% | $2,670-19.9% |
| Participant deferral / active EE | $4,123 | $6,837-39.7% | $10,408-60.4% | $4,125-0.1% |
| Admin fee / account holder | $3,021 | $8,173-63.0% | $12,815-76.4% | $5,651-46.5% |