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 | $98,737 | $148,978-33.7% | $200,582-50.8% | $84,808+16.4% |
| Participation rate | 96.6% | 84.2%+12.4pp | 86.9%+9.7pp | 68.3%+28.3pp |
| Annual return | 13.41% | 28.16%-14.8pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,251 | $4,815-53.3% | $6,419-64.9% | $2,631-14.5% |
| Participant deferral / active EE | $4,669 | $7,142-34.6% | $9,331-50.0% | $4,212+10.9% |
| Admin fee / account holder | $6,083 | $13,977-56.5% | $16,305-62.7% | $7,344-17.2% |