Filed December 4, 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 | $196,038 | $159,901+22.6% | $146,958+33.4% | $145,922+34.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.13% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $8,919 | $5,286+68.7% | $4,933+80.8% | $4,660+91.4% |
| Participant deferral / active EE | $4,069 | $8,428-51.7% | $8,070-49.6% | $6,688-39.2% |
| Admin fee / account holder | $5,191 | $15,044-65.5% | $12,998-60.1% | $13,397-61.3% |