Filed December 20, 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 | $46,774 | $41,377+13.0% | $109,313-57.2% | $62,891-25.6% |
| Participation rate | 97.6% | 57.5%+40.0pp | 71.3%+26.3pp | 69.3%+28.3pp |
| Annual return | 9.94% | 11.05%-1.1pp | 22.07%-12.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $6,170 | $1,276+383.5% | $3,892+58.5% | $2,281+170.5% |
| Participant deferral / active EE | $3,050 | $2,045+49.1% | $3,166-3.7% | $3,203-4.8% |
| Admin fee / account holder | $3,330 | $2,884+15.5% | $5,666-41.2% | $4,296-22.5% |