Filed November 28, 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 | $78,826 | $169,032-53.4% | $129,207-39.0% | $145,922-46.0% |
| Participation rate | 81.0% | 76.4%+4.5pp | 69.6%+11.3pp | 80.3%+0.7pp |
| Annual return | 12.22% | 14330.11%-14317.9pp | 9417.33%-9405.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,363 | $5,537-21.2% | $4,153+5.1% | $4,660-6.4% |
| Participant deferral / active EE | $4,197 | $4,987-15.8% | $4,168+0.7% | $6,688-37.2% |
| Admin fee / account holder | $4,769 | $9,954-52.1% | $7,715-38.2% | $13,397-64.4% |