Filed October 4, 2012 (most recent of 2 filings on file)
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 | $186,412 | $201,259-7.4% | $184,200+1.2% | $145,959+27.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.62% | 28.98%-17.4pp | 28.80%-17.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,537 | $7,018-49.6% | $6,424-44.9% | $4,661-24.1% |
| Participant deferral / active EE | $8,100 | $9,806-17.4% | $9,132-11.3% | $6,689+21.1% |
| Admin fee / account holder | $16,877 | $16,372+3.1% | $13,907+21.4% | $13,398+26.0% |