Filed December 28, 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 | $131,431 | $163,687-19.7% | $108,745+20.9% | $273,961-52.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 6.99% | 31.16%-24.2pp | 46.22%-39.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,145 | $4,711-54.5% | $3,323-35.5% | $4,869-55.9% |
| Participant deferral / active EE | $5,548 | $7,155-22.5% | $5,121+8.3% | $5,287+4.9% |
| Admin fee / account holder | $7,792 | $12,890-39.5% | $6,144+26.8% | $10,132-23.1% |