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 | $137,850 | $138,347-0.4% | $184,203-25.2% | $80,856+70.5% |
| Participation rate | 94.8% | 83.9%+10.9pp | 86.8%+8.0pp | 67.6%+27.2pp |
| Annual return | 13.12% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,163 | $4,850+6.5% | $6,427-19.7% | $2,755+87.4% |
| Participant deferral / active EE | $3,895 | $7,071-44.9% | $9,131-57.3% | $4,296-9.3% |
| Admin fee / account holder | $15,354 | $10,483+46.5% | $13,901+10.5% | $6,918+121.9% |