Filed August 1, 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 | $78,110 | $87,841-11.1% | $133,980-41.7% | $62,891+24.2% |
| Participation rate | 97.1% | 83.4%+13.7pp | 87.1%+10.0pp | 69.3%+27.8pp |
| Annual return | 6.31% | 12.05%-5.7pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,680 | $3,483-23.0% | $5,211-48.6% | $2,281+17.5% |
| Participant deferral / active EE | $2,332 | $4,812-51.5% | $6,282-62.9% | $3,203-27.2% |
| Admin fee / account holder | $8,757 | $5,371+63.0% | $9,324-6.1% | $4,296+103.9% |