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 | $124,027 | $105,931+17.1% | $81,930+51.4% | $158,922-22.0% |
| Participation rate | 86.7% | 75.6%+11.1pp | 72.0%+14.7pp | 82.0%+4.7pp |
| Annual return | 15.47% | 38.17%-22.7pp | 29.49%-14.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $7,356 | $7,800-5.7% | $4,310+70.7% | $4,761+54.5% |
| Participant deferral / active EE | $8,729 | $13,003-32.9% | $7,107+22.8% | $5,982+45.9% |
| Admin fee / account holder | $10,798 | $8,489+27.2% | $5,158+109.3% | $11,246-4.0% |