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 | $108,640 | $138,347-21.5% | $184,203-41.0% | $80,856+34.4% |
| Participation rate | 82.1% | 83.9%-1.7pp | 86.8%-4.7pp | 67.6%+14.5pp |
| Annual return | 12.46% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,341 | $4,850-31.1% | $6,427-48.0% | $2,755+21.3% |
| Participant deferral / active EE | $5,928 | $7,071-16.2% | $9,131-35.1% | $4,296+38.0% |
| Admin fee / account holder | $4,255 | $10,483-59.4% | $13,901-69.4% | $6,918-38.5% |