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 | $114,012 | $76,050+49.9% | $96,544+18.1% | $71,457+59.6% |
| Participation rate | 91.4% | 74.4%+17.0pp | 76.0%+15.4pp | 67.9%+23.5pp |
| Annual return | 26.74% | 22.81%+3.9pp | 25.84%+0.9pp | 28.85%-2.1pp |
| Employer contribution / active EE | $4,932 | $2,244+119.8% | $2,965+66.3% | $2,588+90.6% |
| Participant deferral / active EE | $7,419 | $4,215+76.0% | $4,851+52.9% | $4,289+73.0% |
| Admin fee / account holder | $6,091 | $2,707+125.0% | $8,252-26.2% | $1,587+283.7% |