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 | $86,076 | $183,963-53.2% | $162,163-46.9% | $152,861-43.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 21.17% | 150.76%-129.6pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,657 | $6,371-58.3% | $5,614-52.7% | $4,762-44.2% |
| Participant deferral / active EE | $3,627 | $8,034-54.9% | $7,298-50.3% | $5,850-38.0% |
| Admin fee / account holder | $4,352 | $13,121-66.8% | $10,843-59.9% | $11,596-62.5% |