Filed August 20, 2012 (most recent of 2 filings on file)
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 | $249,982 | $138,347+80.7% | $184,203+35.7% | $80,856+209.2% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.2pp | 67.6%+29.3pp |
| Annual return | 18.97% | 20.02%-1.0pp | 28.81%-9.8pp | 35.59%-16.6pp |
| Employer contribution / active EE | $7,772 | $4,850+60.2% | $6,427+20.9% | $2,755+182.1% |
| Participant deferral / active EE | $16,026 | $7,071+126.7% | $9,131+75.5% | $4,296+273.1% |
| Admin fee / account holder | $15,668 | $10,483+49.5% | $13,901+12.7% | $6,918+126.5% |