Filed September 26, 2012 (most recent of 2 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 | $44,554 | $39,122+13.9% | $57,179-22.1% | $62,891-29.2% |
| Participation rate | 93.1% | 70.5%+22.6pp | 75.3%+17.8pp | 69.3%+23.8pp |
| Annual return | 19.01% | 9.23%+9.8pp | 14.59%+4.4pp | 20.14%-1.1pp |
| Employer contribution / active EE | $4,893 | $1,874+161.1% | $2,682+82.4% | $2,281+114.5% |
| Participant deferral / active EE | $3,847 | $2,374+62.0% | $3,096+24.2% | $3,203+20.1% |
| Admin fee / account holder | $4,792 | $2,592+84.9% | $3,139+52.7% | $4,296+11.5% |