Filed August 31, 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 | $172,238 | $228,332-24.6% | $185,823-7.3% | $158,922+8.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.96% | 40.80%-20.8pp | 35.95%-16.0pp | 302.83%-282.9pp |
| Employer contribution / active EE | $19,176 | $4,967+286.1% | $4,087+369.1% | $4,761+302.8% |
| Participant deferral / active EE | $8,799 | $6,415+37.2% | $5,632+56.2% | $5,982+47.1% |
| Admin fee / account holder | $819 | $11,864-93.1% | $9,500-91.4% | $11,246-92.7% |