Filed December 23, 2012
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 | $73,442 | $79,944-8.1% | $98,439-25.4% | $75,163-2.3% |
| Participation rate | 76.1% | 70.4%+5.7pp | 75.2%+0.9pp | 67.2%+8.9pp |
| Annual return | 14.45% | 19.75%-5.3pp | 21.16%-6.7pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,586 | $2,264+14.3% | $3,048-15.1% | $2,670-3.1% |
| Participant deferral / active EE | $3,514 | $3,752-6.3% | $4,738-25.8% | $4,125-14.8% |
| Admin fee / account holder | $3,036 | $6,840-55.6% | $8,948-66.1% | $5,651-46.3% |