Filed September 12, 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 | $182,530 | $102,382+78.3% | $147,005+24.2% | $80,874+125.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.52% | 134.89%-116.4pp | 418.76%-400.2pp | 35.62%-17.1pp |
| Employer contribution / active EE | $3,331 | $3,715-10.3% | $4,934-32.5% | $2,756+20.9% |
| Participant deferral / active EE | $4,844 | $6,646-27.1% | $8,070-40.0% | $4,297+12.7% |
| Admin fee / account holder | $3,355 | $7,942-57.8% | $13,006-74.2% | $6,935-51.6% |