Filed August 11, 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 | $152,586 | $62,672+143.5% | $185,117-17.6% | $70,131+117.6% |
| Participation rate | 82.1% | 63.8%+18.4pp | 77.3%+4.9pp | 69.5%+12.6pp |
| Annual return | 17.20% | 40.79%-23.6pp | 40.50%-23.3pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,155 | $1,753+80.0% | $4,182-24.5% | $2,342+34.7% |
| Participant deferral / active EE | $7,267 | $3,272+122.1% | $5,045+44.0% | $3,332+118.1% |
| Admin fee / account holder | $6,889 | $3,932+75.2% | $8,159-15.6% | $4,645+48.3% |