Filed December 14, 2012 (most recent of 3 filings on file)
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 | $75,623 | $90,503-16.4% | $78,689-3.9% | $273,961-72.4% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 6.65% | 75.60%-69.0pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,438 | $3,176+8.2% | $2,851+20.6% | $4,869-29.4% |
| Participant deferral / active EE | $7,990 | $3,901+104.8% | $3,517+127.2% | $5,287+51.1% |
| Admin fee / account holder | $8,997 | $5,263+70.9% | $4,510+99.5% | $10,132-11.2% |