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 | $147,149 | $123,793+18.9% | $177,821-17.2% | $79,858+84.3% |
| Participation rate | 78.4% | 84.7%-6.3pp | 87.7%-9.3pp | 69.6%+8.7pp |
| Annual return | 28.84% | 22.82%+6.0pp | 48.32%-19.5pp | 31.71%-2.9pp |
| Employer contribution / active EE | $1,608 | $4,095-60.7% | $5,918-72.8% | $2,471-34.9% |
| Participant deferral / active EE | $5,788 | $5,956-2.8% | $7,714-25.0% | $3,740+54.8% |
| Admin fee / account holder | $1,938 | $7,243-73.2% | $12,427-84.4% | $5,306-63.5% |