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 | $33,989 | $88,751-61.7% | $81,812-58.5% | $145,922-76.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 10.24% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,477 | $3,083-19.7% | $2,912-14.9% | $4,660-46.8% |
| Participant deferral / active EE | $3,057 | $4,643-34.2% | $4,319-29.2% | $6,688-54.3% |
| Admin fee / account holder | $6,115 | $8,415-27.3% | $7,386-17.2% | $13,397-54.4% |