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 | $206,631 | $210,648-1.9% | $177,989+16.1% | $145,922+41.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.66% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $16,476 | $4,565+261.0% | $3,949+317.2% | $4,660+253.6% |
| Participant deferral / active EE | $10,896 | $6,958+56.6% | $6,276+73.6% | $6,688+62.9% |
| Admin fee / account holder | $5,304 | $12,013-55.9% | $10,363-48.8% | $13,397-60.4% |