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 | $109,881+70.7% | $150,045+25.0% | $84,808+121.1% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 25.32% | 28.25%-2.9pp | 62.55%-37.2pp | 40.90%-15.6pp |
| Employer contribution / active EE | $5,792 | $3,561+62.6% | $4,693+23.4% | $2,631+120.1% |
| Participant deferral / active EE | $12,518 | $6,636+88.6% | $7,997+56.5% | $4,212+197.2% |
| Admin fee / account holder | $10,741 | $8,568+25.4% | $13,435-20.1% | $7,344+46.3% |