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 | $128,661 | $137,414-6.4% | $189,513-32.1% | $85,850+49.9% |
| Participation rate | 94.6% | 84.6%+10.0pp | 87.8%+6.8pp | 69.3%+25.3pp |
| Annual return | 14.22% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $4,425 | $4,344+1.9% | $6,162-28.2% | $2,565+72.5% |
| Participant deferral / active EE | $3,565 | $6,260-43.0% | $8,221-56.6% | $3,952-9.8% |
| Admin fee / account holder | $17,013 | $8,630+97.1% | $12,045+41.2% | $6,260+171.8% |