Filed August 17, 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 | $99,068 | $94,529+4.8% | $140,016-29.2% | $64,186+54.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.44% | 7.77%-12.2pp | 651.12%-655.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,776 | $3,812+25.3% | $5,606-14.8% | $2,381+100.6% |
| Participant deferral / active EE | $5,314 | $5,250+1.2% | $6,927-23.3% | $3,470+53.1% |
| Admin fee / account holder | $10,531 | $6,741+56.2% | $10,705-1.6% | $4,888+115.5% |