Filed July 30, 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 | $69,960 | $45,152+54.9% | $73,843-5.3% | $59,632+17.3% |
| Participation rate | 78.6% | 64.0%+14.5pp | 73.4%+5.1pp | 68.7%+9.9pp |
| Annual return | 2.08% | 27.40%-25.3pp | 2267.84%-2265.8pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $5,826 | $1,902+206.3% | $2,787+109.0% | $2,203+164.5% |
| Participant deferral / active EE | $4,860 | $2,574+88.8% | $3,583+35.6% | $3,192+52.3% |
| Admin fee / account holder | $6,819 | $3,516+93.9% | $4,880+39.7% | $4,297+58.7% |