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 | $85,705 | $102,966-16.8% | $90,281-5.1% | $152,861-43.9% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.4%+13.4pp |
| Annual return | 21.83% | 95.16%-73.3pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,115 | $3,139+94.8% | $2,854+114.2% | $4,762+28.4% |
| Participant deferral / active EE | $6,468 | $4,281+51.1% | $3,885+66.5% | $5,850+10.6% |
| Admin fee / account holder | $23,199 | $6,171+276.0% | $5,351+333.5% | $11,596+100.1% |