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 | $65,966 | $46,674+41.3% | $117,472-43.8% | $68,494-3.7% |
| Participation rate | 85.7% | 56.8%+28.9pp | 70.6%+15.1pp | 67.9%+17.8pp |
| Annual return | -11.50% | -14.52%+3.0pp | 29.74%-41.2pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,598 | $1,505+139.2% | $4,176-13.8% | $2,596+38.6% |
| Participant deferral / active EE | $9,161 | $2,636+247.5% | $4,070+125.1% | $4,027+127.5% |
| Admin fee / account holder | $6,744 | $4,020+67.8% | $5,645+19.5% | $5,403+24.8% |