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 | $64,614 | $109,359-40.9% | $162,163-60.2% | $72,985-11.5% |
| Participation rate | 95.6% | 84.3%+11.3pp | 87.6%+8.0pp | 69.5%+26.1pp |
| Annual return | 22.04% | 25.46%-3.4pp | 115.59%-93.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,781 | $3,907-54.4% | $5,614-68.3% | $2,440-27.0% |
| Participant deferral / active EE | $3,508 | $5,481-36.0% | $7,298-51.9% | $3,607-2.8% |
| Admin fee / account holder | $823 | $7,972-89.7% | $10,843-92.4% | $5,124-83.9% |