Filed September 5, 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 5-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 | $50,347 | $109,881-54.2% | $150,045-66.4% | $84,808-40.6% |
| Participation rate | 90.4% | 76.1%+14.3pp | 82.3%+8.1pp | 68.3%+22.1pp |
| Annual return | 23.90% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,302 | $3,561-63.4% | $4,693-72.3% | $2,631-50.5% |
| Participant deferral / active EE | $5,855 | $6,636-11.8% | $7,997-26.8% | $4,212+39.0% |
| Admin fee / account holder | $7,258 | $8,568-15.3% | $13,435-46.0% | $7,344-1.2% |