Filed August 11, 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 | $155,847 | $72,177+115.9% | $115,037+35.5% | $59,632+161.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 5.07% | 12.02%-6.9pp | 26.14%-21.1pp | 2041.28%-2036.2pp |
| Employer contribution / active EE | $18,892 | $2,841+564.9% | $4,608+310.0% | $2,203+757.7% |
| Participant deferral / active EE | $11,478 | $4,783+140.0% | $6,026+90.5% | $3,192+259.6% |
| Admin fee / account holder | $946 | $4,927-80.8% | $8,175-88.4% | $4,297-78.0% |