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 | $168,198 | $148,978+12.9% | $200,582-16.1% | $84,808+98.3% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 15.17% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,020 | $4,815+4.3% | $6,419-21.8% | $2,631+90.8% |
| Participant deferral / active EE | $3,876 | $7,142-45.7% | $9,331-58.5% | $4,212-8.0% |
| Admin fee / account holder | $2,760 | $13,977-80.3% | $16,305-83.1% | $7,344-62.4% |