Filed December 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,384 | $49,177+287.1% | $79,464+139.6% | $64,186+196.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -8.73% | -1.16%-7.6pp | 718.14%-726.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $12,562 | $2,076+505.0% | $2,800+348.6% | $2,381+427.6% |
| Participant deferral / active EE | $13,555 | $2,821+380.5% | $3,704+266.0% | $3,470+290.7% |
| Admin fee / account holder | $4,798 | $3,839+25.0% | $5,113-6.2% | $4,888-1.8% |