Filed November 30, 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 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 | $118,235 | $138,065-14.4% | $123,544-4.3% | $135,375-12.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.83% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $20,996 | $5,151+307.6% | $4,628+353.7% | $4,779+339.4% |
| Participant deferral / active EE | $9,003 | $6,799+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $20,545 | $10,916+88.2% | $9,284+121.3% | $10,827+89.8% |