Filed September 2, 2012 (most recent of 3 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 | $94,550 | $81,632+15.8% | $70,449+34.2% | $158,922-40.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.89% | 208.40%-188.5pp | 109.03%-89.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $7,879 | $3,217+144.9% | $2,737+187.9% | $4,761+65.5% |
| Participant deferral / active EE | $9,351 | $4,554+105.3% | $3,709+152.1% | $5,982+56.3% |
| Admin fee / account holder | $395 | $6,193-93.6% | $3,845-89.7% | $11,246-96.5% |