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 | $193,191 | $202,432-4.6% | $169,368+14.1% | $139,434+38.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.66% | 531.74%-513.1pp | 405.60%-386.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $24,614 | $4,692+424.6% | $4,013+513.4% | $4,751+418.1% |
| Participant deferral / active EE | $14,659 | $6,938+111.3% | $6,221+135.6% | $6,710+118.5% |
| Admin fee / account holder | $9,020 | $10,708-15.8% | $9,003+0.2% | $11,403-20.9% |