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 | $229,802 | $93,571+145.6% | $135,903+69.1% | $75,163+205.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 45.49% | 30.90%+14.6pp | 68.23%-22.7pp | 160.62%-115.1pp |
| Employer contribution / active EE | $27,517 | $3,537+678.1% | $4,856+466.6% | $2,670+930.7% |
| Participant deferral / active EE | $18,557 | $6,404+189.8% | $7,758+139.2% | $4,125+349.9% |
| Admin fee / account holder | $14,969 | $6,975+114.6% | $10,762+39.1% | $5,651+164.9% |