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 | $95,405 | $72,492+31.6% | $87,100+9.5% | $72,985+30.7% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 21.95% | 24.46%-2.5pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,723 | $1,894-9.0% | $2,521-31.6% | $2,440-29.4% |
| Participant deferral / active EE | $4,064 | $3,270+24.3% | $4,049+0.4% | $3,607+12.7% |
| Admin fee / account holder | $7,262 | $5,055+43.7% | $7,497-3.1% | $5,124+41.7% |