Filed August 8, 2012 (most recent of 2 filings on file)
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 | $161,821 | $76,552+111.4% | $123,892+30.6% | $62,891+157.3% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 8.16% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $972 | $2,883-66.3% | $4,617-78.9% | $2,281-57.4% |
| Participant deferral / active EE | $7,715 | $4,840+59.4% | $5,984+28.9% | $3,203+140.9% |
| Admin fee / account holder | $5,315 | $4,826+10.1% | $8,357-36.4% | $4,296+23.7% |