Filed October 22, 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 | $151,581 | $99,918+51.7% | $81,382+86.3% | $145,922+3.9% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 14.92% | 34.32%-19.4pp | 24.73%-9.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,206 | $2,978+74.8% | $2,463+111.4% | $4,660+11.7% |
| Participant deferral / active EE | $5,537 | $4,605+20.2% | $3,883+42.6% | $6,688-17.2% |
| Admin fee / account holder | $40,554 | $8,212+393.8% | $5,768+603.0% | $13,397+202.7% |