Filed February 9, 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 | $152,094 | $138,065+10.2% | $123,544+23.1% | $135,375+12.3% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -3.92% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $4,241 | $5,151-17.7% | $4,628-8.4% | $4,779-11.3% |
| Participant deferral / active EE | $12,153 | $6,799+78.7% | $6,426+89.1% | $5,609+116.7% |
| Admin fee / account holder | $16,215 | $10,916+48.5% | $9,284+74.7% | $10,827+49.8% |