Filed November 8, 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 | $38,242 | $94,529-59.5% | $140,016-72.7% | $64,186-40.4% |
| Participation rate | 79.7% | 84.1%-4.4pp | 87.5%-7.8pp | 69.6%+10.1pp |
| Annual return | -4.41% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,830 | $3,812-52.0% | $5,606-67.3% | $2,381-23.1% |
| Participant deferral / active EE | $2,451 | $5,250-53.3% | $6,927-64.6% | $3,470-29.3% |
| Admin fee / account holder | $4,693 | $6,741-30.4% | $10,705-56.2% | $4,888-4.0% |