Filed March 29, 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,479 | $54,590+47.4% | $81,930-1.8% | $73,488+9.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 11.39% | 17.74%-6.3pp | 29.49%-18.1pp | 28.51%-17.1pp |
| Employer contribution / active EE | $3,819 | $1,636+133.4% | $4,310-11.4% | $2,270+68.2% |
| Participant deferral / active EE | $4,206 | $2,759+52.4% | $7,107-40.8% | $3,740+12.5% |
| Admin fee / account holder | $309 | $592-47.8% | $5,158-94.0% | $513-39.8% |