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 | $82,626 | $60,022+37.7% | $88,946-7.1% | $84,808-2.6% |
| Participation rate | 94.9% | 57.8%+37.0pp | 68.8%+26.0pp | 68.3%+26.6pp |
| Annual return | 14.77% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,645 | $1,703+55.4% | $2,555+3.5% | $2,631+0.5% |
| Participant deferral / active EE | $3,666 | $3,114+17.7% | $4,581-20.0% | $4,212-13.0% |
| Admin fee / account holder | $2,190 | $4,811-54.5% | $8,261-73.5% | $7,344-70.2% |