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 | $127,117 | $69,207+83.7% | $64,056+98.4% | $139,434-8.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.02% | 45.88%-26.9pp | 33.69%-14.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $8,450 | $3,182+165.5% | $2,747+207.7% | $4,751+77.9% |
| Participant deferral / active EE | $10,150 | $4,682+116.8% | $3,880+161.6% | $6,710+51.3% |
| Admin fee / account holder | $11,664 | $4,244+174.8% | $3,068+280.2% | $11,403+2.3% |