Filed May 7, 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 | $21,096 | $107,334-80.3% | $92,893-77.3% | $152,861-86.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.56% | 145.58%-124.0pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,034 | $4,221-51.8% | $3,653-44.3% | $4,762-57.3% |
| Participant deferral / active EE | $3,039 | $4,845-37.3% | $4,236-28.3% | $5,850-48.0% |
| Admin fee / account holder | $2,174 | $7,079-69.3% | $5,794-62.5% | $11,596-81.3% |