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 | $133,810 | $125,758+6.4% | $169,993-21.3% | $75,163+78.0% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 15.95% | 27.20%-11.2pp | 53.37%-37.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,479 | $4,615-2.9% | $6,785-34.0% | $2,670+67.8% |
| Participant deferral / active EE | $3,440 | $6,837-49.7% | $10,408-66.9% | $4,125-16.6% |
| Admin fee / account holder | $4,866 | $8,173-40.5% | $12,815-62.0% | $5,651-13.9% |