Filed October 27, 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 | $115,596 | $116,175-0.5% | $93,606+23.5% | $152,861-24.4% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 19.03% | 35.96%-16.9pp | 32.76%-13.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $568 | $3,218-82.3% | $2,718-79.1% | $4,762-88.1% |
| Participant deferral / active EE | $5,469 | $4,603+18.8% | $4,069+34.4% | $5,850-6.5% |
| Admin fee / account holder | $8,148 | $10,748-24.2% | $7,888+3.3% | $11,596-29.7% |