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 | $87,346 | $59,584+46.6% | $86,874+0.5% | $79,386+10.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 17.47% | 23.15%-5.7pp | 63.52%-46.1pp | 116.85%-99.4pp |
| Employer contribution / active EE | $4,034 | $1,768+128.2% | $2,495+61.7% | $2,427+66.2% |
| Participant deferral / active EE | $4,512 | $3,036+48.6% | $3,699+22.0% | $4,046+11.5% |
| Admin fee / account holder | $342 | $604-43.3% | $5,828-94.1% | $626-45.3% |