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 | $102,797 | $122,239-15.9% | $184,203-44.2% | $74,495+38.0% |
| Participation rate | 76.6% | 85.5%-8.8pp | 86.8%-10.2pp | 67.2%+9.4pp |
| Annual return | 15.64% | 19.95%-4.3pp | 28.81%-13.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $4,330 | $4,537-4.6% | $6,427-32.6% | $2,623+65.1% |
| Participant deferral / active EE | $4,104 | $7,139-42.5% | $9,131-55.1% | $4,346-5.6% |
| Admin fee / account holder | $53,689 | $1,260+4162.2% | $13,901+286.2% | $1,942+2665.0% |