Filed December 31, 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 | $50,465 | $62,586-19.4% | $76,768-34.3% | $64,186-21.4% |
| Participation rate | 86.1% | 72.8%+13.3pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | -1.62% | -1.95%+0.3pp | 2.43%-4.0pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,607 | $1,832-12.3% | $2,485-35.3% | $2,381-32.5% |
| Participant deferral / active EE | $3,117 | $3,145-0.9% | $3,852-19.1% | $3,470-10.2% |
| Admin fee / account holder | $10,900 | $4,667+133.6% | $6,675+63.3% | $4,888+123.0% |