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 | $160,976 | $77,813+106.9% | $123,544+30.3% | $64,186+150.8% |
| Participation rate | 87.6% | 74.7%+12.9pp | 82.3%+5.3pp | 69.6%+18.1pp |
| Annual return | -5.41% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,003 | $3,014-66.7% | $4,628-78.3% | $2,381-57.9% |
| Participant deferral / active EE | $8,474 | $5,240+61.7% | $6,426+31.9% | $3,470+144.2% |
| Admin fee / account holder | $29,207 | $5,519+429.2% | $9,284+214.6% | $4,888+497.5% |