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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,627 | $43,327+83.8% | $59,878+33.0% | $64,186+24.1% |
| Participation rate | 76.0% | 69.2%+6.8pp | 74.7%+1.3pp | 69.6%+6.4pp |
| Annual return | -8.02% | -1.55%-6.5pp | 3.46%-11.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $5,892 | $2,028+190.5% | $2,722+116.5% | $2,381+147.5% |
| Participant deferral / active EE | $6,601 | $2,546+159.3% | $3,402+94.0% | $3,470+90.2% |
| Admin fee / account holder | $3,965 | $3,005+31.9% | $3,590+10.4% | $4,888-18.9% |