Filed January 1, 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 3-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 | $99,353 | $27,641+259.4% | $61,373+61.9% | $68,494+45.1% |
| Participation rate | 93.0% | 39.5%+53.5pp | 52.6%+40.5pp | 67.9%+25.1pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,365 | $695+96.2% | $1,159+17.7% | $2,596-47.4% |
| Participant deferral / active EE | $3,891 | $1,263+208.1% | $2,125+83.1% | $4,027-3.4% |
| Admin fee / account holder | $471 | $2,010-76.6% | $2,130-77.9% | $5,403-91.3% |