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 | $50,155 | $60,349-16.9% | $74,183-32.4% | $62,891-20.3% |
| Participation rate | 85.4% | 72.7%+12.6pp | 76.6%+8.7pp | 69.3%+16.1pp |
| Annual return | 6.16% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,784 | $1,680+6.2% | $2,370-24.7% | $2,281-21.8% |
| Participant deferral / active EE | $6,871 | $2,856+140.6% | $3,550+93.6% | $3,203+114.5% |
| Admin fee / account holder | $2,529 | $4,261-40.6% | $5,586-54.7% | $4,296-41.1% |