Filed June 26, 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 | $24,014 | $92,703-74.1% | $82,719-71.0% | $134,475-82.1% |
| Participation rate | 91.3% | 75.2%+16.1pp | 72.6%+18.8pp | 81.2%+10.1pp |
| Annual return | -17.63% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,581 | $3,274-51.7% | $3,009-47.5% | $4,740-66.6% |
| Participant deferral / active EE | $1,860 | $4,802-61.3% | $4,395-57.7% | $6,400-70.9% |
| Admin fee / account holder | $5,862 | $5,983-2.0% | $5,329+10.0% | $11,426-48.7% |