Filed August 20, 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 | $144,486 | $167,484-13.7% | $151,611-4.7% | $134,475+7.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.83% | 7.80%-26.6pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $13,401 | $6,829+96.2% | $6,166+117.3% | $4,740+182.7% |
| Participant deferral / active EE | $9,001 | $8,986+0.2% | $8,363+7.6% | $6,400+40.6% |
| Admin fee / account holder | $28,099 | $13,783+103.9% | $11,616+141.9% | $11,426+145.9% |