Filed December 17, 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 | $43,545 | $100,041-56.5% | $149,718-70.9% | $70,131-37.9% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.1%+6.7pp | 69.5%+24.2pp |
| Annual return | 15.78% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,331 | $3,662-36.3% | $5,445-57.2% | $2,342-0.5% |
| Participant deferral / active EE | $6,247 | $4,983+25.4% | $6,569-4.9% | $3,332+87.5% |
| Admin fee / account holder | $1,822 | $8,286-78.0% | $11,283-83.9% | $4,645-60.8% |