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 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 | $132,800 | $202,387-34.4% | $57,179+132.3% | - |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.3%+24.7pp | - |
| Annual return | 6.07% | 10.83%-4.8pp | 14.59%-8.5pp | - |
| Employer contribution / active EE | $4,034 | $2,304+75.1% | $2,682+50.4% | - |
| Participant deferral / active EE | $7,430 | $2,991+148.4% | $3,096+140.0% | - |
| Admin fee / account holder | $7,348 | $22,351-67.1% | $3,139+134.1% | - |