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 | $92,991 | $197,591-52.9% | $177,821-47.7% | $158,922-41.5% |
| Participation rate | 90.5% | 88.5%+1.9pp | 87.7%+2.8pp | 82.0%+8.5pp |
| Annual return | 16.18% | 58.76%-42.6pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,767 | $6,697-58.7% | $5,918-53.3% | $4,761-41.9% |
| Participant deferral / active EE | $3,837 | $8,405-54.3% | $7,714-50.3% | $5,982-35.9% |
| Admin fee / account holder | $539 | $15,399-96.5% | $12,427-95.7% | $11,246-95.2% |