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 | $14,954 | $90,600-83.5% | $79,464-81.2% | $135,375-89.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 13.12% | 977.43%-964.3pp | 718.14%-705.0pp | 519.73%-506.6pp |
| Employer contribution / active EE | $4,424 | $3,068+44.2% | $2,800+58.0% | $4,779-7.4% |
| Participant deferral / active EE | $9,324 | $4,050+130.2% | $3,704+151.7% | $5,609+66.2% |
| Admin fee / account holder | $58,144 | $5,907+884.4% | $5,113+1037.2% | $10,827+437.0% |