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 | $79,256 | $100,041-20.8% | $149,718-47.1% | $70,131+13.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.89% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,688 | $3,662-26.6% | $5,445-50.6% | $2,342+14.8% |
| Participant deferral / active EE | $2,365 | $4,983-52.5% | $6,569-64.0% | $3,332-29.0% |
| Admin fee / account holder | $15,336 | $8,286+85.1% | $11,283+35.9% | $4,645+230.1% |