Filed September 29, 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 | $113,373 | $78,705+44.0% | $117,854-3.8% | $70,131+61.7% |
| Participation rate | 92.3% | 73.2%+19.1pp | 79.7%+12.6pp | 69.5%+22.8pp |
| Annual return | 13.90% | 23.30%-9.4pp | 335.08%-321.2pp | 73.14%-59.2pp |
| Employer contribution / active EE | $5,000 | $2,223+124.9% | $3,786+32.1% | $2,342+113.5% |
| Participant deferral / active EE | $4,503 | $3,297+36.6% | $4,482+0.5% | $3,332+35.2% |
| Admin fee / account holder | $3,364 | $5,065-33.6% | $8,020-58.1% | $4,645-27.6% |