Filed November 1, 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 | $42,802 | $56,897-24.8% | $84,750-49.5% | $62,891-31.9% |
| Participation rate | 74.4% | 68.5%+5.9pp | 76.6%-2.2pp | 69.3%+5.1pp |
| Annual return | 9.82% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,481 | $2,400-38.3% | $3,574-58.6% | $2,281-35.1% |
| Participant deferral / active EE | $4,853 | $2,709+79.1% | $3,712+30.7% | $3,203+51.5% |
| Admin fee / account holder | $1,553 | $3,581-56.6% | $5,332-70.9% | $4,296-63.9% |