Filed August 3, 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 | $41,433 | $84,233-50.8% | $170,442-75.7% | $70,131-40.9% |
| Participation rate | 75.9% | 70.8%+5.0pp | 83.6%-7.7pp | 69.5%+6.3pp |
| Annual return | 14.23% | 23.06%-8.8pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $615 | $3,387-81.8% | $5,433-88.7% | $2,342-73.7% |
| Participant deferral / active EE | $4,176 | $3,086+35.3% | $4,939-15.5% | $3,332+25.3% |
| Admin fee / account holder | $8,963 | $5,698+57.3% | $13,880-35.4% | $4,645+92.9% |