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 | $136,604 | $125,758+8.6% | $169,993-19.6% | $75,163+81.7% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.0%-1.8pp | 67.2%+18.0pp |
| Annual return | 17.99% | 27.20%-9.2pp | 53.37%-35.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $5,196 | $4,615+12.6% | $6,785-23.4% | $2,670+94.6% |
| Participant deferral / active EE | $5,589 | $6,837-18.3% | $10,408-46.3% | $4,125+35.5% |
| Admin fee / account holder | $25,697 | $8,173+214.4% | $12,815+100.5% | $5,651+354.7% |