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 | $35,492 | $110,094-67.8% | $151,611-76.6% | $68,494-48.2% |
| Participation rate | 91.1% | 84.0%+7.2pp | 87.5%+3.6pp | 67.9%+23.3pp |
| Annual return | -16.91% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,391 | $4,471-46.5% | $6,166-61.2% | $2,596-7.9% |
| Participant deferral / active EE | $3,571 | $6,527-45.3% | $8,363-57.3% | $4,027-11.3% |
| Admin fee / account holder | $993 | $7,719-87.1% | $11,616-91.4% | $5,403-81.6% |