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 | $72,486 | $110,094-34.2% | $151,611-52.2% | $68,494+5.8% |
| Participation rate | 94.2% | 84.0%+10.3pp | 87.5%+6.7pp | 67.9%+26.3pp |
| Annual return | -17.39% | -10.12%-7.3pp | 3.33%-20.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,892 | $4,471-57.7% | $6,166-69.3% | $2,596-27.1% |
| Participant deferral / active EE | $3,635 | $6,527-44.3% | $8,363-56.5% | $4,027-9.7% |
| Admin fee / account holder | $1,167 | $7,719-84.9% | $11,616-90.0% | $5,403-78.4% |