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 | $95,398 | $86,929+9.7% | $102,423-6.9% | $80,856+18.0% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.8pp |
| Annual return | 12.19% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,019 | $2,369-14.8% | $3,023-33.2% | $2,755-26.7% |
| Participant deferral / active EE | $3,537 | $4,118-14.1% | $5,053-30.0% | $4,296-17.7% |
| Admin fee / account holder | $12,378 | $8,049+53.8% | $9,451+31.0% | $6,918+78.9% |