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 | $109,793 | $45,073+143.6% | $69,455+58.1% | $72,985+50.4% |
| Participation rate | 96.5% | 68.5%+28.0pp | 74.6%+21.9pp | 69.5%+27.0pp |
| Annual return | 18.28% | 22.65%-4.4pp | 28.97%-10.7pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,952 | $2,054-4.9% | $2,779-29.7% | $2,440-20.0% |
| Participant deferral / active EE | $8,017 | $2,602+208.2% | $3,535+126.8% | $3,607+122.2% |
| Admin fee / account holder | $2,706 | $3,056-11.4% | $3,839-29.5% | $5,124-47.2% |