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 | $122,397 | $53,516+128.7% | $126,539-3.3% | $84,808+44.3% |
| Participation rate | 89.2% | 58.2%+30.9pp | 69.8%+19.4pp | 68.3%+20.9pp |
| Annual return | 15.30% | 58.34%-43.0pp | 425.95%-410.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,903 | $1,535+219.5% | $3,674+33.4% | $2,631+86.3% |
| Participant deferral / active EE | $13,169 | $2,671+393.1% | $4,083+222.6% | $4,212+212.7% |
| Admin fee / account holder | $14,044 | $4,497+212.3% | $6,065+131.6% | $7,344+91.2% |