Filed November 7, 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 6-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 | $97,078 | $53,777+80.5% | $134,143-27.6% | $79,858+21.6% |
| Participation rate | 81.3% | 58.8%+22.5pp | 72.2%+9.1pp | 69.6%+11.6pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,052 | $1,321+55.3% | $3,704-44.6% | $2,471-17.0% |
| Participant deferral / active EE | $8,110 | $2,420+235.1% | $3,499+131.8% | $3,740+116.8% |
| Admin fee / account holder | $5,335 | $3,984+33.9% | $6,684-20.2% | $5,306+0.5% |