Filed September 12, 2012 (most recent of 2 filings on file)
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 | $93,595 | $100,041-6.4% | $149,718-37.5% | $70,131+33.5% |
| Participation rate | 76.4% | 83.6%-7.2pp | 87.1%-10.7pp | 69.5%+6.8pp |
| Annual return | 26.05% | 27.43%-1.4pp | 1501.63%-1475.6pp | 73.14%-47.1pp |
| Employer contribution / active EE | $3,625 | $3,662-1.0% | $5,445-33.4% | $2,342+54.8% |
| Participant deferral / active EE | $5,388 | $4,983+8.1% | $6,569-18.0% | $3,332+61.7% |
| Admin fee / account holder | $2,486 | $8,286-70.0% | $11,283-78.0% | $4,645-46.5% |