Filed August 20, 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 | $80,041 | $72,492+10.4% | $87,100-8.1% | $72,985+9.7% |
| Participation rate | 90.1% | 72.8%+17.3pp | 76.9%+13.2pp | 69.5%+20.6pp |
| Annual return | 24.89% | 24.46%+0.4pp | 28.19%-3.3pp | 81.00%-56.1pp |
| Employer contribution / active EE | $4,492 | $1,894+137.2% | $2,521+78.2% | $2,440+84.1% |
| Participant deferral / active EE | $6,822 | $3,270+108.7% | $4,049+68.5% | $3,607+89.1% |
| Admin fee / account holder | $7,161 | $5,055+41.7% | $7,497-4.5% | $5,124+39.7% |