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 | $76,842 | $91,911-16.4% | $68,793+11.7% | $135,375-43.2% |
| Participation rate | 88.9% | 76.7%+12.1pp | 72.2%+16.7pp | 82.6%+6.2pp |
| Annual return | -5.12% | -8.22%+3.1pp | -4.63%-0.5pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,438 | $3,924+13.1% | $2,625+69.1% | $4,779-7.1% |
| Participant deferral / active EE | $8,514 | $4,315+97.3% | $3,311+157.1% | $5,609+51.8% |
| Admin fee / account holder | $13,757 | $9,240+48.9% | $5,131+168.1% | $10,827+27.1% |