Filed March 25, 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 | $66,687 | $171,865-61.2% | $149,718-55.5% | $147,584-54.8% |
| Participation rate | 81.0% | 88.2%-7.2pp | 87.1%-6.1pp | 82.8%-1.9pp |
| Annual return | 16.48% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,370 | $6,275-62.2% | $5,445-56.5% | $4,876-51.4% |
| Participant deferral / active EE | $3,120 | $7,271-57.1% | $6,569-52.5% | $5,439-42.6% |
| Admin fee / account holder | $436 | $13,799-96.8% | $11,283-96.1% | $10,885-96.0% |