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 | $73,623 | $66,098+11.4% | $101,794-27.7% | $74,304-0.9% |
| Participation rate | 70.2% | 53.8%+16.4pp | 69.2%+1.0pp | 60.3%+9.8pp |
| Annual return | 16.71% | 19.59%-2.9pp | 30.53%-13.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,796 | $1,082+158.6% | $2,289+22.2% | $2,241+24.8% |
| Participant deferral / active EE | $5,200 | $2,781+87.0% | $4,084+27.3% | $3,767+38.0% |
| Admin fee / account holder | $6,325 | $4,146+52.6% | $8,777-27.9% | $2,969+113.1% |