Filed September 11, 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 | $102,691 | $40,256+155.1% | $57,343+79.1% | $59,632+72.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 3.21% | 27.49%-24.3pp | 24.39%-21.2pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $3,479 | $1,922+81.0% | $2,689+29.4% | $2,203+57.9% |
| Participant deferral / active EE | $6,273 | $2,399+161.4% | $3,162+98.3% | $3,192+96.5% |
| Admin fee / account holder | $5,130 | $2,818+82.1% | $3,356+52.9% | $4,297+19.4% |