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 | $85,979 | $49,173+74.9% | $121,098-29.0% | $75,163+14.4% |
| Participation rate | 80.0% | 55.4%+24.6pp | 69.5%+10.5pp | 67.2%+12.8pp |
| Annual return | 22.90% | 55.99%-33.1pp | 985.75%-962.8pp | 160.62%-137.7pp |
| Employer contribution / active EE | $4,496 | $1,546+190.9% | $4,164+8.0% | $2,670+68.4% |
| Participant deferral / active EE | $11,540 | $2,628+339.2% | $4,080+182.9% | $4,125+179.8% |
| Admin fee / account holder | $6,837 | $3,942+73.4% | $5,644+21.1% | $5,651+21.0% |