Filed November 7, 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 | $236,282 | $176,812+33.6% | $146,665+61.1% | $167,490+41.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.26% | 24.03%-0.8pp | 22.74%+0.5pp | 478.56%-455.3pp |
| Employer contribution / active EE | $8,906 | $5,160+72.6% | $4,136+115.3% | $4,837+84.1% |
| Participant deferral / active EE | $6,396 | $6,440-0.7% | $5,506+16.2% | $6,341+0.9% |
| Admin fee / account holder | $1,528 | $13,259-88.5% | $10,280-85.1% | $12,309-87.6% |