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 | $103,479 | $78,422+32.0% | $95,952+7.8% | $79,858+29.6% |
| Participation rate | 92.0% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.4pp |
| Annual return | 24.37% | 19.37%+5.0pp | 91.61%-67.2pp | 31.71%-7.3pp |
| Employer contribution / active EE | $4,979 | $1,945+156.0% | $2,541+95.9% | $2,471+101.5% |
| Participant deferral / active EE | $8,027 | $3,440+133.4% | $4,167+92.6% | $3,740+114.6% |
| Admin fee / account holder | $2,825 | $5,622-49.7% | $6,795-58.4% | $5,306-46.8% |