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 | $152,855 | $137,414+11.2% | $189,513-19.3% | $85,850+78.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.32% | 38.14%-24.8pp | 555.15%-541.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $5,790 | $4,344+33.3% | $6,162-6.0% | $2,565+125.7% |
| Participant deferral / active EE | $7,036 | $6,260+12.4% | $8,221-14.4% | $3,952+78.1% |
| Admin fee / account holder | $24,662 | $8,630+185.8% | $12,045+104.7% | $6,260+294.0% |