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 | $102,265 | $185,822-45.0% | $169,993-39.8% | $139,434-26.7% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 17.26% | 60.50%-43.2pp | 53.37%-36.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,546 | $7,590-53.3% | $6,785-47.7% | $4,751-25.4% |
| Participant deferral / active EE | $6,108 | $11,622-47.4% | $10,408-41.3% | $6,710-9.0% |
| Admin fee / account holder | $1,449 | $15,381-90.6% | $12,815-88.7% | $11,403-87.3% |