Filed August 21, 2012
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 | $53,340 | $65,561-18.6% | $86,188-38.1% | $75,163-29.0% |
| Participation rate | 76.5% | 60.5%+16.0pp | 69.0%+7.6pp | 67.2%+9.3pp |
| Annual return | 16.00% | 46.05%-30.1pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,991 | $1,553+92.6% | $2,380+25.7% | $2,670+12.0% |
| Participant deferral / active EE | $6,327 | $3,024+109.2% | $3,985+58.8% | $4,125+53.4% |
| Admin fee / account holder | $3,416 | $5,474-37.6% | $6,852-50.1% | $5,651-39.5% |