Filed January 27, 2012 (most recent of 2 filings on file)
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 | $213,569 | $159,602+33.8% | $150,045+42.3% | $142,382+50.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.02% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,355 | $4,961+48.3% | $4,693+56.7% | $4,299+71.1% |
| Participant deferral / active EE | $13,330 | $8,310+60.4% | $7,997+66.7% | $6,507+104.8% |
| Admin fee / account holder | $9,397 | $14,846-36.7% | $13,435-30.1% | $12,624-25.6% |