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 | $77,561 | $100,901-23.1% | $75,670+2.5% | $147,584-47.4% |
| Participation rate | 90.9% | 77.1%+13.8pp | 72.3%+18.6pp | 82.8%+8.1pp |
| Annual return | 12.29% | 35.78%-23.5pp | 27.34%-15.1pp | 578.55%-566.3pp |
| Employer contribution / active EE | $7,431 | $3,253+128.4% | $2,352+216.0% | $4,876+52.4% |
| Participant deferral / active EE | $8,946 | $4,027+122.1% | $3,142+184.7% | $5,439+64.5% |
| Admin fee / account holder | $45,749 | $11,285+305.4% | $5,800+688.8% | $10,885+320.3% |