Filed October 24, 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 | $101,622 | $60,349+68.4% | $74,183+37.0% | $62,891+61.6% |
| Participation rate | 75.9% | 72.7%+3.1pp | 76.6%-0.8pp | 69.3%+6.6pp |
| Annual return | 7.66% | 21.37%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $746 | $1,680-55.6% | $2,370-68.5% | $2,281-67.3% |
| Participant deferral / active EE | $5,750 | $2,856+101.3% | $3,550+62.0% | $3,203+79.5% |
| Admin fee / account holder | $14,601 | $4,261+242.6% | $5,586+161.4% | $4,296+239.9% |