Filed December 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 | $58,334 | $87,841-33.6% | $133,980-56.5% | $62,891-7.2% |
| Participation rate | 85.4% | 83.4%+2.0pp | 87.1%-1.7pp | 69.3%+16.1pp |
| Annual return | 6.86% | 12.05%-5.2pp | 29.30%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,383 | $3,483-31.6% | $5,211-54.3% | $2,281+4.5% |
| Participant deferral / active EE | $6,752 | $4,812+40.3% | $6,282+7.5% | $3,203+110.8% |
| Admin fee / account holder | $3,680 | $5,371-31.5% | $9,324-60.5% | $4,296-14.3% |