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 | $150,599 | $88,594+70.0% | $70,092+114.9% | $134,475+12.0% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.4pp |
| Annual return | -17.00% | 442.67%-459.7pp | 190.73%-207.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $8,722 | $3,233+169.8% | $2,559+240.9% | $4,740+84.0% |
| Participant deferral / active EE | $7,095 | $4,772+48.7% | $3,849+84.4% | $6,400+10.9% |
| Admin fee / account holder | $3,602 | $10,441-65.5% | $6,267-42.5% | $11,426-68.5% |