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 | $103,445 | $104,486-1.0% | $76,817+34.7% | $152,861-32.3% |
| Participation rate | 88.2% | 76.6%+11.6pp | 72.1%+16.2pp | 82.4%+5.8pp |
| Annual return | 25.60% | 1013.37%-987.8pp | 1166.11%-1140.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,772 | $3,116+21.1% | $2,302+63.8% | $4,762-20.8% |
| Participant deferral / active EE | $8,246 | $4,236+94.7% | $3,336+147.2% | $5,850+40.9% |
| Admin fee / account holder | $2,530 | $12,275-79.4% | $6,420-60.6% | $11,596-78.2% |