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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,367 | $65,561+62.2% | $91,541+16.2% | $74,304+43.2% |
| Participation rate | 96.5% | 56.6%+39.9pp | 69.8%+26.8pp | 60.3%+36.2pp |
| Annual return | 14.34% | 17.68%-3.3pp | 20.50%-6.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $4,245 | $1,717+147.2% | $2,505+69.5% | $2,241+89.4% |
| Participant deferral / active EE | $4,978 | $2,918+70.6% | $4,008+24.2% | $3,767+32.2% |
| Admin fee / account holder | $324 | $3,333-90.3% | $6,956-95.3% | $2,969-89.1% |