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 | $95,994 | $53,127+80.7% | $86,590+10.9% | $70,131+36.9% |
| Participation rate | 96.2% | 65.3%+30.8pp | 73.5%+22.6pp | 69.5%+26.6pp |
| Annual return | 20.30% | 27.66%-7.4pp | 964.84%-944.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $6,656 | $2,068+221.8% | $2,839+134.4% | $2,342+184.1% |
| Participant deferral / active EE | $6,516 | $2,696+141.7% | $3,609+80.6% | $3,332+95.6% |
| Admin fee / account holder | $3,091 | $3,585-13.8% | $4,906-37.0% | $4,645-33.5% |