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 | $60,854 | $48,570+25.3% | $130,648-53.4% | $72,985-16.6% |
| Participation rate | 95.8% | 58.6%+37.3pp | 71.7%+24.1pp | 69.5%+26.3pp |
| Annual return | 21.23% | 38.63%-17.4pp | 1708.96%-1687.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $5,671 | $1,334+325.1% | $4,092+38.6% | $2,440+132.4% |
| Participant deferral / active EE | $3,245 | $2,384+36.1% | $3,603-9.9% | $3,607-10.0% |
| Admin fee / account holder | $4,711 | $3,549+32.7% | $5,464-13.8% | $5,124-8.1% |