Filed December 20, 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 | $74,287 | $87,841-15.4% | $133,980-44.6% | $62,891+18.1% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 9.12% | 12.05%-2.9pp | 29.30%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $4,939 | $3,483+41.8% | $5,211-5.2% | $2,281+116.6% |
| Participant deferral / active EE | $4,189 | $4,812-13.0% | $6,282-33.3% | $3,203+30.8% |
| Admin fee / account holder | $4,197 | $5,371-21.9% | $9,324-55.0% | $4,296-2.3% |