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 | $106,749-52.8% | $145,433-65.4% | $82,448-38.9% |
| Participation rate | 90.4% | 75.6%+14.7pp | 82.1%+8.3pp | 68.1%+22.3pp |
| Annual return | 23.90% | 27.59%-3.7pp | 66.58%-42.7pp | 41.64%-17.7pp |
| Employer contribution / active EE | $1,302 | $3,444-62.2% | $4,554-71.4% | $2,551-49.0% |
| Participant deferral / active EE | $5,855 | $6,519-10.2% | $7,897-25.9% | $4,139+41.5% |
| Admin fee / account holder | $7,258 | $8,390-13.5% | $13,129-44.7% | $7,234+0.3% |