Filed September 12, 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 | $187,517 | $106,749+75.7% | $145,433+28.9% | $82,448+127.4% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.1%+11.1pp | 68.1%+25.2pp |
| Annual return | 25.32% | 27.59%-2.3pp | 66.58%-41.3pp | 41.64%-16.3pp |
| Employer contribution / active EE | $5,792 | $3,444+68.2% | $4,554+27.2% | $2,551+127.1% |
| Participant deferral / active EE | $12,518 | $6,519+92.0% | $7,897+58.5% | $4,139+202.4% |
| Admin fee / account holder | $10,741 | $8,390+28.0% | $13,129-18.2% | $7,234+48.5% |