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 | $50,607 | $77,813-35.0% | $123,544-59.0% | $64,186-21.2% |
| Participation rate | 83.8% | 74.7%+9.1pp | 82.3%+1.5pp | 69.6%+14.3pp |
| Annual return | -4.91% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,839 | $3,014-39.0% | $4,628-60.3% | $2,381-22.8% |
| Participant deferral / active EE | $2,881 | $5,240-45.0% | $6,426-55.2% | $3,470-17.0% |
| Admin fee / account holder | $1,578 | $5,519-71.4% | $9,284-83.0% | $4,888-67.7% |