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 | $61,323 | $86,286-28.9% | $111,297-44.9% | $85,850-28.6% |
| Participation rate | 87.2% | 73.3%+13.9pp | 77.3%+9.9pp | 69.3%+17.9pp |
| Annual return | 11.07% | 19.99%-8.9pp | 54.65%-43.6pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,550 | $2,043-24.1% | $2,731-43.2% | $2,565-39.6% |
| Participant deferral / active EE | $2,277 | $3,641-37.5% | $4,487-49.3% | $3,952-42.4% |
| Admin fee / account holder | $1,029 | $8,188-87.4% | $7,964-87.1% | $6,260-83.6% |