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 | $234,281 | $142,344+64.6% | $119,609+95.9% | $134,475+74.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.40% | -12.44%+3.0pp | -14.97%+5.6pp | 417.96%-427.4pp |
| Employer contribution / active EE | $10,697 | $5,222+104.8% | $4,232+152.8% | $4,740+125.7% |
| Participant deferral / active EE | $14,567 | $6,469+125.2% | $5,602+160.0% | $6,400+127.6% |
| Admin fee / account holder | $1,836 | $13,584-86.5% | $10,323-82.2% | $11,426-83.9% |