Filed December 23, 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 | $21,166 | $51,576-59.0% | $129,207-83.6% | $80,856-73.8% |
| Participation rate | 76.7% | 57.0%+19.8pp | 69.6%+7.1pp | 67.6%+9.1pp |
| Annual return | 87.11% | 20.81%+66.3pp | 9417.33%-9330.2pp | 35.59%+51.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,105 | $2,669-58.6% | $4,168-73.5% | $4,296-74.3% |
| Admin fee / account holder | $1,763 | $4,305-59.0% | $7,715-77.1% | $6,918-74.5% |