Filed August 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 | $194,715 | $53,596+263.3% | $90,645+114.8% | $64,186+203.4% |
| Participation rate | 97.3% | 64.5%+32.8pp | 74.0%+23.3pp | 69.6%+27.8pp |
| Annual return | 38.72% | 4.41%+34.3pp | 1.88%+36.8pp | 7.63%+31.1pp |
| Employer contribution / active EE | $8,367 | $1,503+456.7% | $2,532+230.5% | $2,381+251.4% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,588 | $3,868-33.1% | $4,994-48.2% | $4,888-47.0% |