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 | $95,891 | $90,600+5.8% | $79,464+20.7% | $135,375-29.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -4.38% | 977.43%-981.8pp | 718.14%-722.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $6,764 | $3,068+120.5% | $2,800+141.5% | $4,779+41.5% |
| Participant deferral / active EE | $6,856 | $4,050+69.3% | $3,704+85.1% | $5,609+22.2% |
| Admin fee / account holder | $1,556 | $5,907-73.6% | $5,113-69.6% | $10,827-85.6% |