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 | $98,746 | $135,952-27.4% | $123,892-20.3% | $273,961-64.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.60% | 56.63%-40.0pp | 47.52%-30.9pp | 41.45%-24.9pp |
| Employer contribution / active EE | $46,116 | $5,170+792.0% | $4,617+898.9% | $4,869+847.2% |
| Participant deferral / active EE | $18,512 | $6,343+191.9% | $5,984+209.3% | $5,287+250.1% |
| Admin fee / account holder | $5,040 | $9,817-48.7% | $8,357-39.7% | $10,132-50.3% |