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 | $98,327 | $83,477+17.8% | $125,175-21.4% | $72,985+34.7% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.5%+20.8pp |
| Annual return | 19.22% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,847 | $2,345+106.7% | $3,865+25.4% | $2,440+98.7% |
| Participant deferral / active EE | $3,783 | $3,585+5.5% | $4,937-23.4% | $3,607+4.9% |
| Admin fee / account holder | $10,902 | $5,517+97.6% | $9,702+12.4% | $5,124+112.8% |