Filed June 29, 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 | $53,771 | $78,422-31.4% | $95,952-44.0% | $79,858-32.7% |
| Participation rate | 89.4% | 73.5%+15.9pp | 77.1%+12.3pp | 69.6%+19.7pp |
| Annual return | 10.99% | 19.37%-8.4pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,708 | $1,945-12.2% | $2,541-32.8% | $2,471-30.9% |
| Participant deferral / active EE | $2,517 | $3,440-26.8% | $4,167-39.6% | $3,740-32.7% |
| Admin fee / account holder | $16,455 | $5,622+192.7% | $6,795+142.1% | $5,306+210.1% |