Filed February 6, 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 | $61,252 | $131,829-53.5% | $108,579-43.6% | $273,961-77.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.80% | -91.57%+95.4pp | -51.70%+55.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,431 | $4,912-70.9% | $3,758-61.9% | $4,869-70.6% |
| Participant deferral / active EE | $7,472 | $5,127+45.7% | $4,311+73.3% | $5,287+41.3% |
| Admin fee / account holder | $4,880 | $10,252-52.4% | $7,645-36.2% | $10,132-51.8% |