Filed January 1, 2012
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 | $135,262 | $95,453+41.7% | $112,040+20.7% | $82,448+64.1% |
| Participation rate | 87.7% | 72.8%+15.0pp | 76.5%+11.2pp | 68.1%+19.7pp |
| Annual return | 19.41% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,908 | $2,318+25.5% | $2,954-1.5% | $2,551+14.0% |
| Participant deferral / active EE | $12,986 | $4,224+207.4% | $5,098+154.7% | $4,139+213.7% |
| Admin fee / account holder | $3,725 | $9,013-58.7% | $12,098-69.2% | $7,234-48.5% |