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 | $94,397 | $137,414-31.3% | $189,513-50.2% | $85,850+10.0% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 12.60% | 38.14%-25.5pp | 555.15%-542.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,995 | $4,344-54.1% | $6,162-67.6% | $2,565-22.2% |
| Participant deferral / active EE | $3,753 | $6,260-40.1% | $8,221-54.4% | $3,952-5.0% |
| Admin fee / account holder | $2,635 | $8,630-69.5% | $12,045-78.1% | $6,260-57.9% |