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 | $88,842 | $138,347-35.8% | $184,203-51.8% | $80,856+9.9% |
| Participation rate | 98.2% | 83.9%+14.4pp | 86.8%+11.4pp | 67.6%+30.6pp |
| Annual return | 16.67% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,211 | $4,850-54.4% | $6,427-65.6% | $2,755-19.7% |
| Participant deferral / active EE | $4,159 | $7,071-41.2% | $9,131-54.5% | $4,296-3.2% |
| Admin fee / account holder | $6,031 | $10,483-42.5% | $13,901-56.6% | $6,918-12.8% |