Filed December 11, 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 | $134,957 | $153,772-12.2% | $133,980+0.7% | $273,961-50.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.50% | 36.51%-31.0pp | 29.30%-23.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $10,295 | $6,029+70.8% | $5,211+97.6% | $4,869+111.5% |
| Participant deferral / active EE | $7,038 | $6,958+1.1% | $6,282+12.0% | $5,287+33.1% |
| Admin fee / account holder | $81,490 | $11,765+592.7% | $9,324+774.0% | $10,132+704.3% |