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 | $95,576 | $65,435+46.1% | $86,677+10.3% | $66,914+42.8% |
| Participation rate | 88.1% | 75.5%+12.6pp | 76.6%+11.5pp | 69.8%+18.3pp |
| Annual return | -17.14% | -10.89%-6.3pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,632 | $2,153+115.1% | $2,836+63.3% | $2,544+82.0% |
| Participant deferral / active EE | $6,967 | $4,100+69.9% | $4,656+49.7% | $4,237+64.4% |
| Admin fee / account holder | $2,028 | $642+216.1% | $7,493-72.9% | $593+241.9% |