Filed December 14, 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 | $55,738 | $71,883-22.5% | $86,677-35.7% | $68,494-18.6% |
| Participation rate | 78.6% | 72.2%+6.3pp | 76.6%+2.0pp | 67.9%+10.7pp |
| Annual return | -16.63% | 3.52%-20.2pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $643 | $2,173-70.4% | $2,836-77.3% | $2,596-75.3% |
| Participant deferral / active EE | $1,859 | $3,779-50.8% | $4,656-60.1% | $4,027-53.8% |
| Admin fee / account holder | $1,352 | $6,112-77.9% | $7,493-82.0% | $5,403-75.0% |