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 | $71,038 | $125,758-43.5% | $169,993-58.2% | $75,163-5.5% |
| Participation rate | 95.3% | 83.6%+11.7pp | 87.0%+8.3pp | 67.2%+28.1pp |
| Annual return | 16.07% | 27.20%-11.1pp | 53.37%-37.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,866 | $4,615-59.6% | $6,785-72.5% | $2,670-30.1% |
| Participant deferral / active EE | $3,454 | $6,837-49.5% | $10,408-66.8% | $4,125-16.3% |
| Admin fee / account holder | $997 | $8,173-87.8% | $12,815-92.2% | $5,651-82.4% |