Filed October 18, 2012 (most recent of 2 filings on file)
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 | $98,333 | $109,359-10.1% | $162,163-39.4% | $72,985+34.7% |
| Participation rate | 92.4% | 84.3%+8.2pp | 87.6%+4.9pp | 69.5%+22.9pp |
| Annual return | 20.77% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,882 | $3,907-0.7% | $5,614-30.9% | $2,440+59.1% |
| Participant deferral / active EE | $2,731 | $5,481-50.2% | $7,298-62.6% | $3,607-24.3% |
| Admin fee / account holder | $4,016 | $7,972-49.6% | $10,843-63.0% | $5,124-21.6% |