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 | $14,839 | $41,854-64.5% | $73,843-79.9% | $52,331-71.6% |
| Participation rate | 99.1% | 66.2%+32.9pp | 73.4%+25.7pp | 68.1%+31.0pp |
| Annual return | 18.76% | 2.11%+16.6pp | 2267.84%-2249.1pp | 4.54%+14.2pp |
| Employer contribution / active EE | $676 | $1,920-64.8% | $2,787-75.8% | $1,882-64.1% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $470 | $493-4.7% | $4,880-90.4% | $592-20.6% |