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 | $95,803+41.2% | $113,168+19.5% | $84,808+59.5% |
| Participation rate | 87.7% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.4pp |
| Annual return | 19.41% | 25.00%-5.6pp | 24.27%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,908 | $2,360+23.2% | $2,975-2.2% | $2,631+10.5% |
| Participant deferral / active EE | $12,986 | $4,242+206.1% | $5,107+154.3% | $4,212+208.3% |
| Admin fee / account holder | $3,725 | $8,989-58.6% | $12,068-69.1% | $7,344-49.3% |