Filed March 9, 2012 (most recent of 3 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 | $233,938 | $76,912+204.2% | $129,110+81.2% | $68,494+241.5% |
| Participation rate | 87.3% | 69.1%+18.1pp | 77.3%+10.0pp | 67.9%+19.4pp |
| Annual return | -16.58% | -9.78%-6.8pp | -10.94%-5.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $8,176 | $3,243+152.1% | $5,052+61.9% | $2,596+214.9% |
| Participant deferral / active EE | $11,157 | $4,732+135.8% | $6,542+70.5% | $4,027+177.0% |
| Admin fee / account holder | $38,783 | $6,638+484.3% | $14,302+171.2% | $5,403+617.8% |