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 | $110,821 | $49,227+125.1% | $70,449+57.3% | $79,858+38.8% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 17.38% | 30.06%-12.7pp | 109.03%-91.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $6,415 | $2,099+205.6% | $2,737+134.4% | $2,471+159.6% |
| Participant deferral / active EE | $7,104 | $2,768+156.7% | $3,709+91.6% | $3,740+89.9% |
| Admin fee / account holder | $854 | $2,878-70.3% | $3,845-77.8% | $5,306-83.9% |