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 | $91,885 | $100,041-8.2% | $149,718-38.6% | $70,131+31.0% |
| Participation rate | 82.7% | 83.6%-0.9pp | 87.1%-4.4pp | 69.5%+13.2pp |
| Annual return | 14.43% | 27.43%-13.0pp | 1501.63%-1487.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $4,888 | $3,662+33.5% | $5,445-10.2% | $2,342+108.7% |
| Participant deferral / active EE | $4,439 | $4,983-10.9% | $6,569-32.4% | $3,332+33.2% |
| Admin fee / account holder | $1,911 | $8,286-76.9% | $11,283-83.1% | $4,645-58.9% |