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 | $54,731 | $57,354-4.6% | $83,848-34.7% | $64,186-14.7% |
| Participation rate | 73.6% | 68.6%+5.0pp | 76.1%-2.6pp | 69.6%+4.0pp |
| Annual return | -6.88% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,514 | $2,545-40.5% | $3,631-58.3% | $2,381-36.4% |
| Participant deferral / active EE | $5,358 | $2,993+79.0% | $4,082+31.3% | $3,470+54.4% |
| Admin fee / account holder | $860 | $4,046-78.8% | $5,478-84.3% | $4,888-82.4% |