Filed August 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 | $78,526 | $92,222-14.9% | $76,768+2.3% | $135,375-42.0% |
| Participation rate | 79.2% | 79.8%-0.6pp | 77.0%+2.2pp | 82.6%-3.5pp |
| Annual return | -4.90% | 5.46%-10.4pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,931 | $3,216-39.9% | $2,485-22.3% | $4,779-59.6% |
| Participant deferral / active EE | $4,115 | $4,509-8.7% | $3,852+6.8% | $5,609-26.6% |
| Admin fee / account holder | $4,871 | $10,748-54.7% | $6,675-27.0% | $10,827-55.0% |