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 | $83,692 | $144,119-41.9% | $117,854-29.0% | $147,584-43.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.34% | 531.15%-508.8pp | 335.08%-312.7pp | 578.55%-556.2pp |
| Employer contribution / active EE | $10,990 | $4,896+124.4% | $3,786+190.3% | $4,876+125.4% |
| Participant deferral / active EE | $10,964 | $5,316+106.3% | $4,482+144.6% | $5,439+101.6% |
| Admin fee / account holder | $2,240 | $10,886-79.4% | $8,020-72.1% | $10,885-79.4% |