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 | $71,497 | $93,571-23.6% | $135,903-47.4% | $75,163-4.9% |
| Participation rate | 75.6% | 75.2%+0.4pp | 81.9%-6.3pp | 67.2%+8.4pp |
| Annual return | 17.26% | 30.90%-13.6pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,749 | $3,537-50.5% | $4,856-64.0% | $2,670-34.5% |
| Participant deferral / active EE | $5,677 | $6,404-11.4% | $7,758-26.8% | $4,125+37.6% |
| Admin fee / account holder | $10,665 | $6,975+52.9% | $10,762-0.9% | $5,651+88.7% |