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 | $82,707 | $94,529-12.5% | $140,016-40.9% | $64,186+28.9% |
| Participation rate | 83.6% | 84.1%-0.5pp | 87.5%-3.9pp | 69.6%+14.0pp |
| Annual return | -4.82% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,896 | $3,812+2.2% | $5,606-30.5% | $2,381+63.6% |
| Participant deferral / active EE | $6,152 | $5,250+17.2% | $6,927-11.2% | $3,470+77.3% |
| Admin fee / account holder | $12,297 | $6,741+82.4% | $10,705+14.9% | $4,888+151.6% |