Filed December 12, 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 | $101,471 | $105,181-3.5% | $159,436-36.4% | $85,850+18.2% |
| Participation rate | 86.4% | 75.8%+10.7pp | 82.8%+3.6pp | 69.3%+17.1pp |
| Annual return | 25.93% | 45.07%-19.1pp | 263.57%-237.6pp | 318.53%-292.6pp |
| Employer contribution / active EE | $1,212 | $3,318-63.5% | $4,829-74.9% | $2,565-52.7% |
| Participant deferral / active EE | $5,827 | $5,945-2.0% | $7,352-20.7% | $3,952+47.4% |
| Admin fee / account holder | $6,998 | $6,933+0.9% | $10,799-35.2% | $6,260+11.8% |